+45.9%
TEM vs NUE
+76.2%
-30.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.2% | -3.5% |
| 7D | -9.2% | -2.7% | -6.5% | -7.4% |
| 30D | +5.5% | -6.1% | +11.5% | +9.2% |
| 3M | +18.7% | +2.2% | +16.5% | +12.5% |
| 6M | +15.4% | +50.8% | -35.4% | -23.8% |
| YTD | -0.5% | +57.5% | -58.1% | -38.3% |
| 1Y | -24.8% | +82.5% | -107.3% | -60.4% |
| All | +45.9% | +76.2% | -30.2% | -17.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling