+140.2%
NI vs UUUU
+465.5%
-325.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.0% | +5.0% | +0.2% |
| 7D | 0.0% | -10.5% | +10.6% | +0.5% |
| 30D | -1.4% | -10.5% | +9.1% | -1.0% |
| 3M | -10.6% | -14.1% | +3.5% | -10.2% |
| 6M | -9.3% | -35.5% | +26.2% | -8.1% |
| YTD | +1.1% | -10.9% | +12.1% | +0.2% |
| 1Y | +3.4% | +3.4% | 0.0% | +0.8% |
| 3Y | +67.9% | +73.1% | -5.3% | +55.8% |
| 5Y | +98.0% | +87.1% | +10.8% | +78.0% |
| All | +140.2% | +465.5% | -325.3% | +78.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling