+138.6%
NOK vs UUUU
+465.5%
-327.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -5.0% | +9.8% | +5.4% |
| 7D | +11.0% | -10.5% | +21.5% | +12.3% |
| 30D | +7.8% | -10.5% | +18.4% | +9.1% |
| 3M | -21.0% | -14.1% | -6.9% | -19.9% |
| 6M | +40.9% | -35.5% | +76.4% | +46.3% |
| YTD | +72.0% | -10.9% | +83.0% | +70.7% |
| 1Y | +140.9% | +3.4% | +137.6% | +131.3% |
| 3Y | +194.3% | +73.1% | +121.1% | +154.4% |
| 5Y | +112.5% | +87.1% | +25.4% | +74.0% |
| All | +138.6% | +465.5% | -327.0% | +53.6% |
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