+27.5%
UAL vs NUE
+86.4%
-58.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -2.1% | +10.0% | +8.9% |
| 7D | +11.9% | -1.4% | +13.3% | +12.6% |
| 30D | +5.2% | +6.6% | -1.3% | +2.0% |
| 3M | -12.7% | -2.0% | -10.7% | -12.0% |
| 6M | +28.5% | +19.2% | +9.3% | +14.2% |
| YTD | +3.5% | +65.6% | -62.1% | -27.0% |
| 1Y | +27.5% | +87.8% | -60.3% | -21.4% |
| All | +27.5% | +86.4% | -58.9% | -21.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling