+10,249.8%
STX vs NUE
+4,328.2%
+5,921.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -0.9% | -1.1% |
| 7D | +16.8% | +6.1% | +10.7% | +14.1% |
| 30D | -27.0% | +2.7% | -29.8% | -27.4% |
| 3M | -37.9% | -3.8% | -34.0% | -36.8% |
| 6M | -32.5% | +14.0% | -46.5% | -36.5% |
| YTD | +98.6% | +61.2% | +37.4% | +61.6% |
| 1Y | +93.6% | +77.8% | +15.8% | +51.1% |
| 3Y | +699.1% | +78.2% | +620.9% | +497.9% |
| 5Y | +481.0% | +149.8% | +331.2% | +262.6% |
| 10Y | +2,082.0% | +448.6% | +1,633.5% | +811.8% |
| All | +10,249.8% | +4,328.2% | +5,921.6% | +1,855.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded NUE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling