+76.5%
TXN vs NUE
+61.7%
+14.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.6% | +2.3% | +3.2% |
| 7D | +4.0% | -0.6% | +4.6% | +4.2% |
| 30D | -2.9% | -4.6% | +1.7% | -1.2% |
| 3M | -9.1% | -0.3% | -8.8% | -9.4% |
| 6M | +36.6% | +51.9% | -15.3% | +15.4% |
| YTD | +57.5% | +60.0% | -2.5% | +30.1% |
| 1Y | +49.5% | +82.9% | -33.4% | +16.9% |
| 3Y | +76.5% | +66.0% | +10.6% | +30.3% |
| All | +76.5% | +61.7% | +14.9% | +30.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling