+21,202.8%
TXN vs NUE
+14,525.3%
+6,677.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.6% | +2.3% | +3.3% |
| 7D | +4.0% | -0.6% | +4.6% | +4.2% |
| 30D | -2.9% | -4.6% | +1.7% | -1.4% |
| 3M | -9.1% | -0.3% | -8.8% | -9.5% |
| 6M | +36.6% | +51.9% | -15.3% | +17.7% |
| YTD | +57.5% | +60.0% | -2.5% | +33.0% |
| 1Y | +49.5% | +82.9% | -33.4% | +20.2% |
| 3Y | +76.5% | +66.0% | +10.6% | +43.1% |
| 5Y | +62.4% | +149.0% | -86.6% | +9.4% |
| 10Y | +429.7% | +588.3% | -158.6% | +135.9% |
| All | +21,202.8% | +14,525.3% | +6,677.4% | +2,114.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling