+153.8%
NEM vs UUUU
+88.5%
+65.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.3% | +4.3% | -0.9% |
| 7D | -3.3% | -5.0% | +1.7% | -2.5% |
| 30D | +7.8% | -7.8% | +15.6% | +9.2% |
| 3M | +36.3% | -0.4% | +36.7% | +35.8% |
| 6M | +6.6% | -32.9% | +39.4% | +12.0% |
| YTD | +27.1% | -6.3% | +33.4% | +26.5% |
| 1Y | +62.3% | +7.9% | +54.4% | +55.6% |
| 3Y | +245.1% | +85.2% | +159.9% | +188.5% |
| All | +153.8% | +88.5% | +65.2% | +106.9% |
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