+57.7%
USAR vs NUE
+59.2%
-1.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.9% | -5.0% | -5.7% |
| 7D | -9.3% | -2.7% | -6.7% | -8.5% |
| 30D | -15.2% | -6.1% | -9.1% | -13.5% |
| 3M | -21.1% | +2.2% | -23.3% | -22.0% |
| 6M | -21.6% | +50.8% | -72.3% | -30.0% |
| YTD | +34.8% | +57.5% | -22.7% | +19.7% |
| 1Y | +15.6% | +82.5% | -66.8% | -0.2% |
| All | +57.7% | +59.2% | -1.5% | +36.7% |
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