+4,350.1%
SYY vs NUE
+14,439.6%
-10,089.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +2.0% |
| 7D | -0.2% | -2.3% | +2.1% | +0.3% |
| 30D | -2.7% | -6.1% | +3.3% | -1.5% |
| 3M | +5.9% | +1.7% | +4.2% | +5.0% |
| 6M | -2.3% | +53.1% | -55.4% | -11.9% |
| YTD | +13.1% | +59.0% | -46.0% | +0.9% |
| 1Y | +3.8% | +85.3% | -81.6% | -10.9% |
| 3Y | +26.7% | +63.2% | -36.5% | +9.2% |
| 5Y | +19.4% | +146.8% | -127.4% | -9.5% |
| 10Y | +112.0% | +584.3% | -472.3% | +25.0% |
| All | +4,350.1% | +14,439.6% | -10,089.5% | +763.3% |
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