+1,135.8%
URI vs NUE
+423.6%
+712.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.5% | +2.2% | +0.9% |
| 7D | +6.7% | +2.8% | +4.0% | +4.9% |
| 30D | +8.9% | -2.1% | +11.0% | +10.2% |
| 3M | +0.5% | -7.3% | +7.9% | +4.5% |
| 6M | +20.7% | +8.9% | +11.8% | +11.7% |
| YTD | +40.0% | +55.6% | -15.6% | +1.1% |
| 1Y | +34.4% | +74.7% | -40.3% | -10.3% |
| 3Y | +149.5% | +71.7% | +77.8% | +58.5% |
| 5Y | +205.6% | +141.2% | +64.4% | +39.5% |
| All | +1,135.8% | +423.6% | +712.2% | +163.3% |
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