+910.3%
XBI vs NUE
+986.5%
-76.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.3% |
| 7D | -4.6% | -2.7% | -1.9% | -3.8% |
| 30D | -0.8% | -6.1% | +5.3% | +1.0% |
| 3M | +21.8% | +2.2% | +19.6% | +20.1% |
| 6M | +23.2% | +50.8% | -27.6% | +7.2% |
| YTD | +28.7% | +57.5% | -28.8% | +10.2% |
| 1Y | +67.8% | +82.5% | -14.7% | +36.6% |
| 3Y | +100.6% | +61.7% | +39.0% | +65.1% |
| 5Y | +19.8% | +145.1% | -125.3% | -17.8% |
| 10Y | +159.7% | +577.8% | -418.1% | +18.5% |
| All | +910.3% | +986.5% | -76.2% | +257.3% |
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 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