-94.7%
OPEN vs NUE
+147.6%
-242.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.2% | -9.3% | -9.4% |
| 7D | -31.0% | +6.1% | -37.1% | -33.5% |
| 30D | -41.5% | +2.7% | -44.2% | -42.8% |
| 3M | -64.6% | -3.8% | -60.8% | -64.4% |
| 6M | -73.8% | +14.0% | -87.8% | -76.7% |
| YTD | -78.8% | +61.2% | -140.0% | -85.3% |
| 1Y | -86.8% | +77.8% | -164.6% | -91.5% |
| 3Y | -40.6% | +78.2% | -118.8% | -63.2% |
| 5Y | -94.7% | +149.8% | -244.5% | -97.1% |
| All | -94.7% | +147.6% | -242.3% | -97.1% |
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