+34.3%
TRV vs NUE
+82.6%
-48.3%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.3% |
| 7D | -0.1% | +4.2% | -4.4% | -0.3% |
| 30D | -3.4% | -5.0% | +1.6% | -3.3% |
| 3M | +26.4% | -0.2% | +26.6% | +26.4% |
| 6M | +19.3% | +49.1% | -29.8% | +17.1% |
| YTD | +28.3% | +61.0% | -32.7% | +26.0% |
| 1Y | +34.3% | +82.5% | -48.3% | +29.2% |
| All | +34.3% | +82.6% | -48.3% | +29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling