+283.9%
NOC vs TRU
+228.6%
+55.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.8% | +3.5% | +1.2% |
| 7D | -2.7% | -7.2% | +4.5% | -1.5% |
| 30D | -8.9% | -2.8% | -6.0% | -8.5% |
| 3M | -3.7% | +13.0% | -16.7% | -6.0% |
| 6M | -30.8% | +0.7% | -31.5% | -31.3% |
| YTD | -7.9% | -9.0% | +1.1% | -7.4% |
| 1Y | -9.4% | -16.3% | +6.9% | -7.8% |
| 3Y | +29.0% | -1.1% | +30.0% | +22.2% |
| 5Y | +56.1% | -36.0% | +92.1% | +64.2% |
| 10Y | +186.3% | +139.9% | +46.4% | +107.1% |
| All | +283.9% | +228.6% | +55.3% | +153.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded TRU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling