-74.2%
OPEN vs NUE
+565.9%
-640.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -1.9% | -1.2% |
| 7D | -11.4% | -0.6% | -10.8% | -11.1% |
| 30D | -20.1% | -4.6% | -15.5% | -18.4% |
| 3M | -37.6% | -0.3% | -37.3% | -38.3% |
| 6M | -47.1% | +51.9% | -98.9% | -58.3% |
| YTD | -52.1% | +60.0% | -112.1% | -63.5% |
| 1Y | -73.5% | +82.9% | -156.4% | -81.3% |
| 3Y | -24.4% | +66.0% | -90.4% | -44.6% |
| 5Y | -85.1% | +149.0% | -234.1% | -90.2% |
| All | -74.2% | +565.9% | -640.1% | -82.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling