+148.0%
NUE vs URA
+37.5%
+110.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.4% | +1.5% |
| 7D | -2.4% | +2.9% | -5.3% | -3.2% |
| 30D | +3.8% | -10.8% | +14.6% | +6.7% |
| 3M | -3.7% | -25.5% | +21.9% | +3.5% |
| 6M | +13.2% | -41.2% | +54.4% | +28.7% |
| YTD | +61.6% | -21.3% | +82.9% | +66.3% |
| 1Y | +83.6% | -25.7% | +109.3% | +91.4% |
| 3Y | +78.6% | +43.1% | +35.6% | +40.5% |
| 5Y | +148.0% | +35.6% | +112.4% | +82.6% |
| All | +148.0% | +37.5% | +110.5% | +82.6% |
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 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