-49.7%
NRG vs UUUU
-55.1%
+5.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | -0.8% | -12.7% | -13.3% |
| 7D | -13.7% | -14.4% | +0.7% | -11.0% |
| 30D | -13.6% | -33.6% | +20.1% | -6.6% |
| 3M | -28.5% | -44.2% | +15.7% | -20.3% |
| 6M | -45.8% | -66.8% | +21.0% | -34.6% |
| YTD | -46.9% | -50.6% | +3.7% | -43.6% |
| 1Y | -49.7% | -57.8% | +8.1% | -44.8% |
| All | -49.7% | -55.1% | +5.4% | -44.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling