+305.7%
TMUS vs NUE
+589.1%
-283.5%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.1% |
| 7D | -5.8% | -2.7% | -3.1% | -5.3% |
| 30D | -0.2% | -6.1% | +5.8% | +0.9% |
| 3M | -4.0% | +2.2% | -6.2% | -4.7% |
| 6M | -18.1% | +50.8% | -68.9% | -25.2% |
| YTD | -11.3% | +57.5% | -68.9% | -20.0% |
| 1Y | -24.7% | +82.5% | -107.2% | -34.4% |
| 3Y | +35.4% | +61.7% | -26.3% | +17.8% |
| 5Y | +42.4% | +145.1% | -102.7% | +5.6% |
| All | +305.7% | +589.1% | -283.5% | +93.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling