+4,524.1%
MU vs NUE
+442.4%
+4,081.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.3% | -1.5% |
| 7D | +21.6% | +6.1% | +15.5% | +18.0% |
| 30D | -16.2% | +2.7% | -19.0% | -16.9% |
| 3M | -12.4% | -3.8% | -8.5% | -10.6% |
| 6M | +4.2% | +14.0% | -9.8% | -3.0% |
| YTD | +180.0% | +61.2% | +118.8% | +117.1% |
| 1Y | +226.4% | +77.8% | +148.6% | +140.7% |
| 3Y | +969.7% | +78.2% | +891.5% | +663.8% |
| 5Y | +957.9% | +149.8% | +808.1% | +490.1% |
| All | +4,524.1% | +442.4% | +4,081.7% | +1,304.4% |
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