-70.8%
OPEN vs NUE
+570.1%
-641.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.2% | +0.9% |
| 7D | -4.3% | +4.2% | -8.5% | -6.3% |
| 30D | -16.2% | -5.0% | -11.2% | -14.3% |
| 3M | -36.4% | -0.2% | -36.1% | -37.1% |
| 6M | -35.5% | +49.1% | -84.6% | -48.7% |
| YTD | -46.0% | +61.0% | -107.0% | -59.0% |
| 1Y | -47.1% | +82.5% | -129.7% | -62.5% |
| 3Y | -19.0% | +57.9% | -76.9% | -39.2% |
| 5Y | -83.6% | +146.6% | -230.1% | -89.2% |
| All | -70.8% | +570.1% | -641.0% | -80.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling