+78.9%
UBER vs NUE
+146.6%
-67.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.7% |
| 7D | -5.4% | -0.6% | -4.8% | -5.2% |
| 30D | -4.9% | -4.6% | -0.3% | -3.8% |
| 3M | +3.0% | -0.3% | +3.4% | +2.4% |
| 6M | -4.4% | +51.9% | -56.3% | -17.1% |
| YTD | -12.3% | +60.0% | -72.3% | -25.5% |
| 1Y | -24.3% | +82.9% | -107.2% | -38.7% |
| 3Y | +46.4% | +66.0% | -19.5% | +17.9% |
| All | +78.9% | +146.6% | -67.7% | +20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling