+5.0%
UAL vs NUE
+82.6%
-77.6%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.8% |
| 7D | +0.7% | +4.2% | -3.5% | -1.4% |
| 30D | -16.1% | -5.0% | -11.1% | -14.0% |
| 3M | +6.1% | -0.2% | +6.4% | +6.4% |
| 6M | +10.8% | +49.1% | -38.3% | -12.9% |
| YTD | -0.4% | +61.0% | -61.4% | -23.7% |
| 1Y | +5.0% | +82.5% | -77.5% | -24.8% |
| All | +5.0% | +82.6% | -77.6% | -24.8% |
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 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