-84.2%
OPEN vs NUE
+147.3%
-231.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.7% |
| 7D | -2.9% | -2.3% | -0.6% | -1.5% |
| 30D | -13.8% | -6.1% | -7.7% | -10.8% |
| 3M | -30.9% | +1.7% | -32.5% | -32.9% |
| 6M | -40.9% | +53.1% | -94.0% | -56.5% |
| YTD | -48.5% | +59.0% | -107.6% | -63.3% |
| 1Y | -50.9% | +85.3% | -136.2% | -68.6% |
| 3Y | -20.6% | +63.2% | -83.9% | -46.3% |
| 5Y | -84.2% | +146.8% | -230.9% | -91.3% |
| All | -84.2% | +147.3% | -231.5% | -91.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling