+98.1%
NU vs NUE
+61.7%
+36.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.2% | -3.1% |
| 7D | -4.9% | -0.6% | -4.3% | -4.7% |
| 30D | +7.8% | -4.6% | +12.4% | +9.0% |
| 3M | +20.9% | -0.3% | +21.2% | +20.6% |
| 6M | +0.9% | +51.9% | -51.0% | -11.0% |
| YTD | -12.7% | +60.0% | -72.7% | -24.3% |
| 1Y | -6.4% | +82.9% | -89.3% | -22.0% |
| 3Y | +98.1% | +66.0% | +32.1% | +62.6% |
| All | +98.1% | +61.7% | +36.4% | +62.6% |
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