+30.3%
URI vs NUE
+81.4%
-51.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.9% | -5.0% | -3.0% |
| 7D | -6.0% | -6.2% | +0.3% | -4.1% |
| 30D | +4.6% | +2.5% | +2.1% | +4.2% |
| 3M | -2.7% | -6.4% | +3.7% | -0.9% |
| 6M | +18.4% | +13.3% | +5.1% | +13.3% |
| YTD | +37.4% | +58.5% | -21.2% | +13.8% |
| All | +30.3% | +81.4% | -51.2% | -2.4% |
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