+788.5%
XLK vs NUE
+599.8%
+188.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.2% | +0.8% |
| 7D | +0.2% | -0.6% | +0.8% | +0.4% |
| 30D | -0.6% | -4.6% | +3.9% | +0.7% |
| 3M | +2.6% | -0.3% | +2.9% | +2.1% |
| 6M | +34.0% | +51.9% | -17.9% | +16.3% |
| YTD | +30.7% | +60.0% | -29.3% | +11.2% |
| 1Y | +39.2% | +82.9% | -43.7% | +13.0% |
| 3Y | +120.4% | +66.0% | +54.4% | +78.7% |
| 5Y | +148.8% | +149.0% | -0.2% | +68.7% |
| All | +788.5% | +599.8% | +188.6% | +289.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling