+1,158.5%
URI vs NUE
+435.0%
+723.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.9% | -5.0% | -3.9% |
| 7D | -6.0% | -6.2% | +0.3% | -2.0% |
| 30D | +4.6% | +2.5% | +2.1% | +2.8% |
| 3M | -2.7% | -6.4% | +3.7% | +0.5% |
| 6M | +18.4% | +13.3% | +5.1% | +6.8% |
| YTD | +37.4% | +58.5% | -21.2% | -2.1% |
| 1Y | +30.4% | +81.9% | -51.5% | -15.3% |
| 3Y | +147.9% | +75.3% | +72.6% | +55.4% |
| 5Y | +202.1% | +149.9% | +52.1% | +34.3% |
| All | +1,158.5% | +435.0% | +723.5% | +163.1% |
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