+243.5%
NEM vs UUUU
+83.7%
+159.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.3% | +4.3% | -0.7% |
| 7D | -3.3% | -5.0% | +1.7% | -2.3% |
| 30D | +7.8% | -7.8% | +15.6% | +9.4% |
| 3M | +36.3% | -0.4% | +36.7% | +35.7% |
| 6M | +6.6% | -32.9% | +39.4% | +12.6% |
| YTD | +27.1% | -6.3% | +33.4% | +26.7% |
| 1Y | +62.3% | +7.9% | +54.4% | +55.2% |
| All | +243.5% | +83.7% | +159.8% | +173.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling