+123.8%
URI vs NUE
+62.3%
+61.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.8% |
| 7D | -2.0% | +4.2% | -6.2% | -3.8% |
| 30D | -12.9% | -5.0% | -8.0% | -11.2% |
| 3M | -6.7% | -0.2% | -6.5% | -7.3% |
| 6M | +19.0% | +49.1% | -30.2% | -2.1% |
| YTD | +25.5% | +61.0% | -35.5% | -1.1% |
| 1Y | +5.5% | +82.5% | -77.0% | -22.2% |
| All | +123.8% | +62.3% | +61.5% | +61.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling