+2,874.5%
V vs NUE
+476.6%
+2,398.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -1.1% |
| 7D | -1.1% | +1.8% | -2.9% | -1.7% |
| 30D | +1.9% | -6.0% | +7.8% | +3.7% |
| 3M | +15.5% | +1.4% | +14.1% | +14.1% |
| 6M | +16.6% | +52.8% | -36.2% | -0.1% |
| YTD | +5.7% | +58.1% | -52.4% | -10.7% |
| 1Y | +8.6% | +80.4% | -71.9% | -12.7% |
| 3Y | +52.5% | +62.3% | -9.8% | +22.2% |
| 5Y | +67.1% | +146.2% | -79.1% | +8.9% |
| 10Y | +376.8% | +549.5% | -172.7% | +96.6% |
| All | +2,874.5% | +476.6% | +2,398.0% | +894.0% |
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