+81,302.1%
MU vs NUE
+14,124.9%
+67,177.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.5% | +0.9% | -0.9% |
| 7D | +12.8% | +2.8% | +10.0% | +11.5% |
| 30D | -14.9% | -2.1% | -12.8% | -13.5% |
| 3M | -18.0% | -7.3% | -10.7% | -15.1% |
| 6M | -3.1% | +8.9% | -12.0% | -7.1% |
| YTD | +172.9% | +55.6% | +117.3% | +121.3% |
| 1Y | +228.8% | +74.7% | +154.2% | +152.8% |
| 3Y | +950.8% | +71.7% | +879.2% | +700.0% |
| 5Y | +931.3% | +141.2% | +790.1% | +535.6% |
| 10Y | +4,417.7% | +429.6% | +3,988.1% | +1,723.1% |
| All | +81,302.1% | +14,124.9% | +67,177.1% | +6,793.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling