+326.3%
NEM vs UUUU
-92.5%
+418.7%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.3% | +4.3% | -1.5% |
| 7D | -3.3% | -5.0% | +1.7% | -2.9% |
| 30D | +7.8% | -7.8% | +15.6% | +8.4% |
| 3M | +36.3% | -0.4% | +36.7% | +36.1% |
| 6M | +6.6% | -32.9% | +39.4% | +9.0% |
| YTD | +27.1% | -6.3% | +33.4% | +26.9% |
| 1Y | +62.3% | +7.9% | +54.4% | +59.6% |
| 3Y | +245.1% | +85.2% | +159.9% | +221.5% |
| 5Y | +154.0% | +97.0% | +57.0% | +131.0% |
| 10Y | +311.0% | +492.6% | -181.6% | +234.4% |
| All | +326.3% | -92.5% | +418.7% | +297.2% |
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