+9.7%
URI vs NUE
+80.6%
-70.9%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.8% | +1.2% |
| 7D | +5.0% | -2.3% | +7.3% | +5.6% |
| 30D | -9.4% | -6.1% | -3.3% | -8.0% |
| 3M | -5.8% | +1.7% | -7.5% | -6.4% |
| 6M | +25.8% | +53.1% | -27.2% | +12.2% |
| YTD | +27.9% | +59.0% | -31.2% | +12.7% |
| 1Y | +9.7% | +85.3% | -75.6% | -6.2% |
| All | +9.7% | +80.6% | -70.9% | -6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling