+104.2%
UAL vs NUE
+559.5%
-455.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.4% |
| 7D | -1.1% | -2.3% | +1.2% | +0.3% |
| 30D | -13.4% | -6.1% | -7.4% | -10.3% |
| 3M | -2.3% | +1.7% | -4.0% | -4.0% |
| 6M | +13.3% | +53.1% | -39.7% | -13.3% |
| YTD | -4.2% | +59.0% | -63.3% | -28.6% |
| 1Y | +1.4% | +85.3% | -83.9% | -31.4% |
| 3Y | +125.8% | +63.2% | +62.6% | +58.2% |
| 5Y | +130.0% | +146.8% | -16.8% | +12.0% |
| 10Y | +104.2% | +584.3% | -480.1% | -56.3% |
| All | +104.2% | +559.5% | -455.3% | -56.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling