-19.9%
ACHR vs NUE
+61.7%
-81.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.6% | +0.8% | +1.7% |
| 7D | -2.3% | -0.6% | -1.6% | -2.0% |
| 30D | -11.3% | -4.6% | -6.7% | -9.7% |
| 3M | +5.3% | -0.3% | +5.6% | +4.6% |
| 6M | -13.2% | +51.9% | -65.1% | -29.4% |
| YTD | -25.8% | +60.0% | -85.8% | -40.9% |
| 1Y | -34.3% | +82.9% | -117.2% | -50.8% |
| 3Y | -19.9% | +66.0% | -85.9% | -45.6% |
| All | -19.9% | +61.7% | -81.6% | -45.6% |
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 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