+71.0%
UBER vs NUE
+428.6%
-357.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.6% | -3.4% | -3.0% |
| 7D | -7.0% | -2.3% | -4.7% | -6.2% |
| 30D | -8.9% | -6.1% | -2.8% | -7.0% |
| 3M | +1.0% | +1.7% | -0.7% | -0.6% |
| 6M | -3.7% | +53.1% | -56.8% | -19.6% |
| YTD | -13.0% | +59.0% | -72.1% | -28.7% |
| 1Y | -25.5% | +85.3% | -110.9% | -42.9% |
| 3Y | +50.5% | +63.2% | -12.8% | +16.3% |
| 5Y | +76.2% | +146.8% | -70.6% | +5.7% |
| All | +71.0% | +428.6% | -357.6% | -45.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling