+105.3%
NOK vs UUUU
+88.5%
+16.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.3% | +5.0% | -0.5% |
| 7D | +8.7% | -5.0% | +13.7% | +9.4% |
| 30D | +12.5% | -7.8% | +20.3% | +13.5% |
| 3M | -20.7% | -0.4% | -20.3% | -20.9% |
| 6M | +36.2% | -32.9% | +69.0% | +40.6% |
| YTD | +64.1% | -6.3% | +70.4% | +61.8% |
| 1Y | +132.4% | +7.9% | +124.5% | +121.2% |
| 3Y | +182.9% | +85.2% | +97.7% | +139.4% |
| All | +105.3% | +88.5% | +16.7% | +64.0% |
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