+81.3%
USB vs NUE
+423.6%
-342.3%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.5% | +4.3% | +2.4% |
| 7D | +2.6% | +2.8% | -0.2% | +1.3% |
| 30D | +8.4% | -2.1% | +10.5% | +9.0% |
| 3M | -5.5% | -7.3% | +1.8% | -3.1% |
| 6M | +17.7% | +8.9% | +8.9% | +11.4% |
| YTD | +17.6% | +55.6% | -38.0% | -6.3% |
| 1Y | +33.9% | +74.7% | -40.8% | +1.1% |
| 3Y | +103.8% | +71.7% | +32.2% | +48.8% |
| 5Y | +25.6% | +141.2% | -115.6% | -29.2% |
| All | +81.3% | +423.6% | -342.3% | -47.1% |
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