+102.9%
T vs NUE
+60.7%
+42.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.3% | -1.8% |
| 7D | -3.1% | -2.3% | -0.8% | -3.0% |
| 30D | +4.6% | -6.1% | +10.7% | +4.9% |
| 3M | +12.2% | +1.7% | +10.6% | +11.9% |
| 6M | -6.5% | +53.1% | -59.5% | -8.1% |
| YTD | +4.9% | +59.0% | -54.2% | +2.8% |
| 1Y | -10.5% | +85.3% | -95.8% | -12.9% |
| All | +102.9% | +60.7% | +42.2% | +91.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling