+210.4%
URI vs NUE
+142.0%
+68.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.3% | +1.4% |
| 7D | +2.5% | +1.8% | +0.7% | +1.5% |
| 30D | -12.5% | -6.0% | -6.6% | -10.1% |
| 3M | -6.2% | +1.4% | -7.6% | -7.7% |
| 6M | +25.9% | +52.8% | -27.0% | -0.1% |
| YTD | +26.2% | +58.1% | -31.9% | -2.3% |
| 1Y | +5.5% | +80.4% | -74.9% | -24.4% |
| 3Y | +125.0% | +62.3% | +62.7% | +64.5% |
| 5Y | +210.4% | +146.2% | +64.2% | +86.1% |
| All | +210.4% | +142.0% | +68.4% | +86.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling