+82.5%
NUE vs UUUU
+27.9%
+54.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.4% | -0.6% |
| 7D | +4.2% | -1.4% | +5.6% | +4.3% |
| 30D | -5.0% | +16.3% | -21.3% | -5.9% |
| 3M | -0.2% | -16.7% | +16.5% | +0.6% |
| 6M | +49.1% | -33.7% | +82.8% | +51.2% |
| YTD | +61.0% | -0.5% | +61.5% | +60.1% |
| 1Y | +82.5% | +28.9% | +53.7% | +81.3% |
| All | +82.5% | +27.9% | +54.6% | +81.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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