+36.2%
TMUS vs NUE
+59.8%
-23.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | +0.2% |
| 7D | -0.3% | +1.8% | -2.0% | -0.3% |
| 30D | +3.1% | -6.0% | +9.1% | +3.4% |
| 3M | +2.4% | +1.4% | +1.0% | +2.2% |
| 6M | -17.1% | +52.8% | -69.9% | -18.7% |
| YTD | -9.1% | +58.1% | -67.2% | -11.2% |
| 1Y | -23.6% | +80.4% | -104.0% | -26.3% |
| All | +36.2% | +59.8% | -23.6% | +26.1% |
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