+89.2%
USB vs NUE
+468.0%
-378.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.8% | +1.7% |
| 7D | +0.8% | -10.2% | +11.0% | +5.6% |
| 30D | +6.8% | -0.4% | +7.2% | +6.6% |
| 3M | -3.8% | -8.4% | +4.6% | -0.7% |
| 6M | +11.7% | +10.1% | +1.7% | +5.2% |
| YTD | +17.5% | +54.1% | -36.6% | -5.9% |
| 1Y | +33.8% | +74.7% | -41.0% | +1.0% |
| 3Y | +104.2% | +72.0% | +32.3% | +49.0% |
| 5Y | +26.4% | +136.4% | -110.0% | -28.0% |
| 10Y | +89.2% | +434.6% | -345.4% | -44.4% |
| All | +89.2% | +468.0% | -378.8% | -44.4% |
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