+5,731.6%
MU vs NUE
+599.8%
+5,131.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -1.0% |
| 7D | -4.1% | -0.6% | -3.4% | -3.7% |
| 30D | +7.0% | -4.6% | +11.6% | +9.4% |
| 3M | -2.1% | -0.3% | -1.7% | -2.8% |
| 6M | +133.1% | +51.9% | +81.2% | +87.5% |
| YTD | +241.9% | +60.0% | +181.9% | +167.3% |
| 1Y | +548.8% | +82.9% | +465.9% | +370.7% |
| 3Y | +1,308.2% | +66.0% | +1,242.2% | +943.5% |
| 5Y | +1,260.7% | +149.0% | +1,111.8% | +666.4% |
| All | +5,731.6% | +599.8% | +5,131.8% | +1,733.3% |
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 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