+938.2%
MU vs NUE
+143.0%
+795.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.5% | +0.9% | -0.8% |
| 7D | +12.8% | +2.8% | +10.0% | +11.4% |
| 30D | -14.9% | -2.1% | -12.8% | -13.3% |
| 3M | -18.0% | -7.3% | -10.7% | -14.9% |
| 6M | -3.1% | +8.9% | -12.0% | -7.2% |
| YTD | +172.9% | +55.6% | +117.3% | +119.9% |
| 1Y | +228.8% | +74.7% | +154.2% | +150.9% |
| 3Y | +950.8% | +71.7% | +879.2% | +676.9% |
| All | +938.2% | +143.0% | +795.2% | +557.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling