+69.4%
USAR vs NUE
+62.5%
+6.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.6% | -4.0% | -3.6% |
| 7D | -4.4% | -2.3% | -2.1% | -3.7% |
| 30D | -10.4% | -6.1% | -4.3% | -8.7% |
| 3M | -18.4% | +1.7% | -20.0% | -19.1% |
| 6M | -8.8% | +53.1% | -61.9% | -18.7% |
| YTD | +43.4% | +59.0% | -15.7% | +27.3% |
| 1Y | +21.0% | +85.3% | -64.3% | +4.5% |
| 3Y | +67.7% | +63.2% | +4.5% | +45.5% |
| All | +69.4% | +62.5% | +6.9% | +47.0% |
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