+48.3%
UBER vs NUE
+59.2%
-10.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.3% |
| 7D | -4.5% | -2.7% | -1.8% | -3.9% |
| 30D | -7.6% | -6.1% | -1.6% | -6.5% |
| 3M | +5.8% | +2.2% | +3.5% | +4.6% |
| 6M | +0.3% | +50.8% | -50.5% | -10.7% |
| YTD | -11.2% | +57.5% | -68.7% | -22.1% |
| 1Y | -23.0% | +82.5% | -105.4% | -35.4% |
| All | +48.3% | +59.2% | -10.9% | +19.6% |
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