+98.3%
USB vs NUE
+58.3%
+40.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | -0.1% |
| 7D | +1.4% | +4.2% | -2.8% | -0.1% |
| 30D | -1.3% | -5.0% | +3.7% | +0.5% |
| 3M | +15.2% | -0.2% | +15.5% | +14.8% |
| 6M | +18.8% | +49.1% | -30.3% | +0.9% |
| YTD | +21.0% | +61.0% | -40.0% | -0.5% |
| 1Y | +34.0% | +82.5% | -48.5% | +4.2% |
| All | +98.3% | +58.3% | +40.0% | +48.8% |
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 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