+42.3%
NUE vs AHR
+360.2%
-317.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.5% | -1.0% |
| 7D | -2.7% | -3.0% | +0.4% | -2.5% |
| 30D | -6.1% | +2.6% | -8.7% | -6.2% |
| 3M | +2.2% | +16.0% | -13.8% | +1.4% |
| 6M | +50.8% | +3.1% | +47.7% | +50.6% |
| YTD | +57.5% | +16.0% | +41.5% | +56.1% |
| 1Y | +82.5% | +28.0% | +54.5% | +79.0% |
| All | +42.3% | +360.2% | -317.9% | +33.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling