+588.4%
NUE vs UUUU
-92.5%
+680.9%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.3% | +5.4% | -0.3% |
| 7D | -2.7% | -5.0% | +2.3% | -2.2% |
| 30D | -6.1% | -7.8% | +1.7% | -5.5% |
| 3M | +2.2% | -0.4% | +2.7% | +1.7% |
| 6M | +50.8% | -32.9% | +83.7% | +54.6% |
| YTD | +57.5% | -6.3% | +63.8% | +54.7% |
| 1Y | +82.5% | +7.9% | +74.5% | +74.3% |
| 3Y | +61.7% | +85.2% | -23.5% | +41.2% |
| 5Y | +145.1% | +97.0% | +48.2% | +106.7% |
| 10Y | +577.8% | +492.6% | +85.2% | +376.5% |
| All | +588.4% | -92.5% | +680.9% | +397.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling