+881.3%
NEE vs UUUU
-92.0%
+973.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.4% |
| 7D | -0.5% | +1.8% | -2.4% | -0.6% |
| 30D | -1.7% | +1.8% | -3.5% | -1.8% |
| 3M | -1.8% | +1.3% | -3.1% | -2.1% |
| 6M | -8.8% | -26.8% | +17.9% | -8.3% |
| YTD | +5.2% | +0.1% | +5.1% | +4.3% |
| 1Y | +21.3% | +11.2% | +10.1% | +19.2% |
| 3Y | +35.2% | +97.7% | -62.5% | +28.5% |
| 5Y | +10.1% | +127.3% | -117.2% | +2.9% |
| 10Y | +253.2% | +532.6% | -279.4% | +209.3% |
| All | +881.3% | -92.0% | +973.3% | +737.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling