+181.2%
TSCO vs NUE
+599.8%
-418.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.6% | -3.1% | -1.9% |
| 7D | -5.7% | -0.6% | -5.0% | -5.5% |
| 30D | -8.8% | -4.6% | -4.2% | -7.9% |
| 3M | +6.3% | -0.3% | +6.6% | +5.9% |
| 6M | -32.3% | +51.9% | -84.2% | -39.8% |
| YTD | -32.7% | +60.0% | -92.7% | -41.1% |
| 1Y | -43.7% | +82.9% | -126.6% | -52.6% |
| 3Y | -19.7% | +66.0% | -85.6% | -32.5% |
| 5Y | -11.6% | +149.0% | -160.6% | -36.4% |
| All | +181.2% | +599.8% | -418.6% | +41.4% |
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