-24.1%
OPEN vs NUE
+59.2%
-83.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.7% | -6.2% |
| 7D | -10.5% | -2.7% | -7.9% | -9.2% |
| 30D | -21.8% | -6.1% | -15.7% | -19.4% |
| 3M | -37.5% | +2.2% | -39.7% | -39.1% |
| 6M | -44.1% | +50.8% | -94.9% | -57.2% |
| YTD | -52.0% | +57.5% | -109.5% | -64.4% |
| 1Y | -52.2% | +82.5% | -134.7% | -67.9% |
| All | -24.1% | +59.2% | -83.3% | -48.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling