-24.0%
NKE vs UUUU
+465.5%
-489.5%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +1.0% |
| 7D | -4.2% | -10.5% | +6.3% | -3.2% |
| 30D | -8.2% | -10.5% | +2.3% | -7.4% |
| 3M | -19.1% | -14.1% | -5.0% | -18.3% |
| 6M | -32.6% | -35.5% | +2.8% | -30.7% |
| YTD | -40.7% | -10.9% | -29.8% | -41.9% |
| 1Y | -48.9% | +3.4% | -52.2% | -51.5% |
| 3Y | -59.2% | +73.1% | -132.4% | -65.3% |
| 5Y | -75.3% | +87.1% | -162.5% | -80.0% |
| All | -24.0% | +465.5% | -489.5% | -53.7% |
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 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