+575.6%
NUE vs UUUU
+465.5%
+110.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.0% | +6.5% | +2.3% |
| 7D | -0.6% | -10.5% | +9.9% | +0.9% |
| 30D | -4.6% | -10.5% | +5.9% | -3.3% |
| 3M | -0.3% | -14.1% | +13.8% | +0.9% |
| 6M | +51.9% | -35.5% | +87.4% | +58.3% |
| YTD | +60.0% | -10.9% | +70.9% | +56.2% |
| 1Y | +82.9% | +3.4% | +79.5% | +70.3% |
| 3Y | +66.0% | +73.1% | -7.2% | +33.6% |
| 5Y | +149.0% | +87.1% | +61.8% | +87.2% |
| All | +575.6% | +465.5% | +110.1% | +255.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling