-49.8%
USAR vs NUE
+86.4%
-136.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.1% | -3.8% | -4.2% |
| 7D | -21.8% | -1.4% | -20.3% | -20.9% |
| 30D | -39.9% | +6.6% | -46.5% | -42.6% |
| 3M | -52.5% | -2.0% | -50.5% | -51.9% |
| 6M | -67.9% | +19.2% | -87.2% | -73.5% |
| YTD | -31.1% | +65.6% | -96.7% | -58.0% |
| 1Y | -49.8% | +87.8% | -137.7% | -73.2% |
| All | -49.8% | +86.4% | -136.2% | -73.2% |
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