+1,341.2%
MU vs NUE
+59.4%
+1,281.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -0.6% |
| 7D | +7.2% | +1.8% | +5.4% | +6.0% |
| 30D | +14.0% | -6.0% | +19.9% | +17.8% |
| 3M | +5.4% | +1.4% | +4.0% | +3.6% |
| 6M | +170.3% | +52.8% | +117.4% | +111.3% |
| YTD | +250.7% | +58.1% | +192.5% | +167.9% |
| 1Y | +662.1% | +80.4% | +581.7% | +436.2% |
| 3Y | +1,341.2% | +62.3% | +1,278.9% | +886.0% |
| All | +1,341.2% | +59.4% | +1,281.8% | +886.0% |
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 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