+11.5%
NEE vs UUUU
+88.5%
-77.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.3% | +6.1% | +0.1% |
| 7D | -1.9% | -5.0% | +3.1% | -1.6% |
| 30D | -3.1% | -7.8% | +4.7% | -2.8% |
| 3M | -2.4% | -0.4% | -2.0% | -2.7% |
| 6M | -8.6% | -32.9% | +24.3% | -7.1% |
| YTD | +4.9% | -6.3% | +11.2% | +3.3% |
| 1Y | +19.4% | +7.9% | +11.5% | +14.7% |
| 3Y | +34.9% | +85.2% | -50.3% | +20.0% |
| All | +11.5% | +88.5% | -77.0% | -5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling