+422.0%
NUE vs URA
+266.3%
+155.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.6% | -1.9% | -2.9% |
| 7D | +2.8% | -1.5% | +4.3% | +3.2% |
| 30D | -2.1% | -10.4% | +8.3% | +1.4% |
| 3M | -7.3% | -29.6% | +22.3% | +3.4% |
| 6M | +8.9% | -40.3% | +49.1% | +27.3% |
| YTD | +55.6% | -25.5% | +81.1% | +64.3% |
| 1Y | +74.7% | -26.4% | +101.1% | +84.3% |
| 3Y | +71.7% | +31.4% | +40.2% | +34.5% |
| 5Y | +141.2% | +28.6% | +112.6% | +81.7% |
| All | +422.0% | +266.3% | +155.8% | +125.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling