+146.8%
NUE vs URA
+132.7%
+14.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +0.9% |
| 7D | -2.3% | +5.7% | -8.0% | -3.8% |
| 30D | -6.1% | +5.6% | -11.7% | -7.7% |
| 3M | +1.7% | +6.2% | -4.5% | -0.7% |
| 6M | +53.1% | -8.2% | +61.3% | +54.3% |
| YTD | +59.0% | +9.7% | +49.4% | +50.5% |
| 1Y | +85.3% | +17.0% | +68.4% | +69.4% |
| 3Y | +63.2% | +118.5% | -55.2% | +13.8% |
| 5Y | +146.8% | +134.3% | +12.5% | +60.0% |
| All | +146.8% | +132.7% | +14.1% | +60.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling