+97.2%
NI vs UUUU
+88.5%
+8.7%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.3% | +5.7% | -0.4% |
| 7D | -0.6% | -5.0% | +4.4% | -0.4% |
| 30D | -1.4% | -7.8% | +6.4% | -1.2% |
| 3M | -10.6% | -0.4% | -10.1% | -10.7% |
| 6M | -9.9% | -32.9% | +23.0% | -9.1% |
| YTD | +1.2% | -6.3% | +7.4% | +0.2% |
| 1Y | +4.4% | +7.9% | -3.5% | +1.9% |
| 3Y | +68.6% | +85.2% | -16.6% | +56.9% |
| All | +97.2% | +88.5% | +8.7% | +81.0% |
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