+12,772.9%
TDG vs NUE
+851.1%
+11,921.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.1% | +0.4% |
| 7D | -2.7% | -2.7% | 0.0% | -1.8% |
| 30D | -9.3% | -6.1% | -3.2% | -7.4% |
| 3M | -7.1% | +2.2% | -9.3% | -8.3% |
| 6M | -11.2% | +50.8% | -61.9% | -23.7% |
| YTD | -15.3% | +57.5% | -72.8% | -28.7% |
| 1Y | -12.5% | +82.5% | -94.9% | -30.4% |
| 3Y | +51.2% | +61.7% | -10.5% | +20.5% |
| 5Y | +126.1% | +145.1% | -19.0% | +47.3% |
| 10Y | +536.2% | +577.8% | -41.6% | +170.2% |
| All | +12,772.9% | +851.1% | +11,921.8% | +4,093.7% |
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