+87.8%
NUE vs URA
-32.2%
+120.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.9% |
| 7D | -1.4% | -10.5% | +9.1% | +0.4% |
| 30D | +6.6% | -18.6% | +25.2% | +10.0% |
| 3M | -2.0% | -23.0% | +21.0% | +1.8% |
| 6M | +19.2% | -40.3% | +59.5% | +29.0% |
| YTD | +65.6% | -23.5% | +89.1% | +69.8% |
| 1Y | +87.8% | -31.1% | +119.0% | +95.6% |
| All | +87.8% | -32.2% | +120.0% | +95.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 1y: compounded portfolio wealth divided by compounded URA 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…
1y analysis · Full analysis span regression · 6 months rolling