+244.8%
NEE vs UUUU
+465.5%
-220.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | +0.1% |
| 7D | -1.3% | -10.5% | +9.2% | -0.7% |
| 30D | -3.3% | -10.5% | +7.2% | -2.8% |
| 3M | -2.3% | -14.1% | +11.9% | -1.7% |
| 6M | -8.9% | -35.5% | +26.6% | -7.3% |
| YTD | +4.8% | -10.9% | +15.7% | +3.7% |
| 1Y | +18.7% | +3.4% | +15.4% | +15.2% |
| 3Y | +33.2% | +73.1% | -39.9% | +21.5% |
| 5Y | +10.9% | +87.1% | -76.3% | -2.3% |
| All | +244.8% | +465.5% | -220.7% | +158.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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