+7,712.8%
URI vs NUE
+3,983.8%
+3,728.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.7% | +5.1% | +5.9% |
| 7D | -4.0% | -10.2% | +6.2% | +1.9% |
| 30D | +6.8% | -0.4% | +7.2% | +7.0% |
| 3M | -2.8% | -8.4% | +5.5% | +1.1% |
| 6M | +20.9% | +10.1% | +10.8% | +12.9% |
| YTD | +40.2% | +54.1% | -13.8% | +8.0% |
| 1Y | +34.1% | +74.7% | -40.6% | -3.7% |
| 3Y | +164.1% | +72.0% | +92.2% | +83.9% |
| 5Y | +199.3% | +136.4% | +63.0% | +68.2% |
| 10Y | +1,218.8% | +434.6% | +784.2% | +372.2% |
| All | +7,712.8% | +3,983.8% | +3,728.9% | +865.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling