+293.7%
TMUS vs NUE
+556.4%
-262.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +2.8% | +0.4% |
| 7D | +4.9% | +2.8% | +2.1% | +4.0% |
| 30D | +7.7% | -2.1% | +9.8% | +8.0% |
| 3M | -6.8% | -7.3% | +0.5% | -5.3% |
| 6M | -9.7% | +8.9% | -18.6% | -13.2% |
| YTD | -15.0% | +55.6% | -70.6% | -27.5% |
| 1Y | -19.1% | +74.7% | -93.8% | -33.7% |
| 3Y | +21.4% | +71.7% | -50.2% | -4.5% |
| 5Y | +51.2% | +141.2% | -90.0% | -1.0% |
| 10Y | +240.2% | +429.6% | -189.4% | +49.5% |
| All | +293.7% | +556.4% | -262.8% | +28.1% |
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 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