+44.5%
NUE vs AHR
+356.1%
-311.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.4% | +1.6% |
| 7D | -0.6% | -2.1% | +1.5% | -0.5% |
| 30D | -4.6% | +1.9% | -6.4% | -4.7% |
| 3M | -0.3% | +15.7% | -16.0% | -1.1% |
| 6M | +51.9% | +2.5% | +49.4% | +51.7% |
| YTD | +60.0% | +15.0% | +45.0% | +58.6% |
| 1Y | +82.9% | +28.1% | +54.8% | +79.3% |
| All | +44.5% | +356.1% | -311.6% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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