+748.4%
TT vs NUE
+442.4%
+306.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | +0.1% | -0.1% |
| 7D | +8.1% | +6.1% | +1.9% | +5.9% |
| 30D | -11.3% | +2.7% | -14.0% | -12.2% |
| 3M | -11.2% | -3.8% | -7.3% | -10.4% |
| 6M | -8.9% | +14.0% | -22.9% | -13.6% |
| YTD | +9.7% | +61.2% | -51.5% | -7.6% |
| 1Y | +1.3% | +77.8% | -76.5% | -17.6% |
| 3Y | +93.4% | +78.2% | +15.2% | +50.6% |
| 5Y | +133.5% | +149.8% | -16.3% | +51.7% |
| All | +748.4% | +442.4% | +306.1% | +244.2% |
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 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