+43,572.7%
TJX vs NUE
+14,525.3%
+29,047.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.7% |
| 7D | -4.6% | -0.6% | -4.0% | -4.4% |
| 30D | -17.2% | -4.6% | -12.6% | -16.2% |
| 3M | -24.9% | -0.3% | -24.6% | -25.2% |
| 6M | -19.7% | +51.9% | -71.6% | -28.7% |
| YTD | -17.2% | +60.0% | -77.2% | -27.7% |
| 1Y | -9.4% | +82.9% | -92.3% | -24.1% |
| 3Y | +43.1% | +66.0% | -22.9% | +19.1% |
| 5Y | +96.7% | +149.0% | -52.2% | +40.7% |
| 10Y | +287.7% | +588.3% | -300.6% | +101.3% |
| All | +43,572.7% | +14,525.3% | +29,047.4% | +6,491.6% |
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