+403.8%
HUT vs NUE
+339.5%
+64.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.9% | -4.6% | -4.9% |
| 7D | +2.8% | -2.7% | +5.5% | +4.6% |
| 30D | +2.1% | -6.1% | +8.1% | +5.8% |
| 3M | -14.3% | +2.2% | -16.5% | -17.1% |
| 6M | +84.2% | +50.8% | +33.4% | +39.6% |
| YTD | +97.2% | +57.5% | +39.7% | +45.0% |
| 1Y | +192.7% | +82.5% | +110.3% | +97.8% |
| 3Y | +712.6% | +61.7% | +650.9% | +479.1% |
| 5Y | +85.5% | +145.1% | -59.7% | +3.2% |
| All | +403.8% | +339.5% | +64.3% | +47.0% |
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 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