+413.9%
NUE vs USHY
+49.7%
+364.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | 0.0% |
| 7D | -2.7% | -0.7% | -1.9% | -1.2% |
| 30D | -6.1% | -0.5% | -5.5% | -5.1% |
| 3M | +2.2% | +0.5% | +1.7% | +1.2% |
| 6M | +50.8% | +1.5% | +49.3% | +46.6% |
| YTD | +57.5% | +1.7% | +55.8% | +52.5% |
| 1Y | +82.5% | +3.5% | +78.9% | +70.8% |
| 3Y | +61.7% | +27.2% | +34.5% | +3.2% |
| 5Y | +145.1% | +21.0% | +124.2% | +75.0% |
| All | +413.9% | +49.7% | +364.2% | +166.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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