+54.5%
USAR vs NUE
+63.4%
-8.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.5% | -3.5% |
| 7D | -11.6% | -0.6% | -11.0% | -11.5% |
| 30D | -15.5% | -4.6% | -10.9% | -14.3% |
| 3M | -31.0% | -0.3% | -30.7% | -31.2% |
| 6M | -26.2% | +51.9% | -78.1% | -34.1% |
| YTD | +30.8% | +60.0% | -29.2% | +15.9% |
| 1Y | +7.1% | +82.9% | -75.8% | -7.4% |
| 3Y | +53.0% | +66.0% | -13.0% | +32.5% |
| All | +54.5% | +63.4% | -8.9% | +33.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling