+149.2%
TT vs NUE
+145.9%
+3.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | 0.0% |
| 7D | +1.6% | +1.8% | -0.2% | +1.0% |
| 30D | -7.3% | -6.0% | -1.4% | -5.9% |
| 3M | -2.6% | +1.4% | -4.0% | -3.3% |
| 6M | +5.9% | +52.8% | -46.9% | -5.7% |
| YTD | +15.4% | +58.1% | -42.7% | +2.0% |
| 1Y | +8.2% | +80.4% | -72.2% | -7.7% |
| 3Y | +122.7% | +62.3% | +60.4% | +88.7% |
| All | +149.2% | +145.9% | +3.3% | +91.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling