+128.2%
UAL vs NUE
+59.4%
+68.8%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.8% | -1.0% | -1.8% |
| 7D | +3.5% | +1.8% | +1.7% | +2.4% |
| 30D | -16.5% | -6.0% | -10.5% | -13.6% |
| 3M | +2.8% | +1.4% | +1.3% | +1.4% |
| 6M | +17.6% | +52.8% | -35.3% | -9.1% |
| YTD | -3.2% | +58.1% | -61.3% | -26.6% |
| 1Y | +0.4% | +80.4% | -80.0% | -29.8% |
| 3Y | +128.2% | +62.3% | +65.9% | +48.4% |
| All | +128.2% | +59.4% | +68.8% | +48.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling