-71.4%
OPEN vs NUE
+86.4%
-157.8%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -2.1% | +15.8% | +14.0% |
| 7D | +3.7% | -1.4% | +5.1% | +3.8% |
| 30D | -14.3% | +6.6% | -20.8% | -15.4% |
| 3M | -51.9% | -2.0% | -49.9% | -51.6% |
| 6M | -61.4% | +19.2% | -80.6% | -63.3% |
| YTD | -66.0% | +65.6% | -131.6% | -72.7% |
| 1Y | -71.4% | +87.8% | -159.2% | -81.7% |
| All | -71.4% | +86.4% | -157.8% | -81.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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