+1,065.2%
NRG vs UUUU
+465.5%
+599.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.0% | +6.6% | +2.2% |
| 7D | -4.7% | -10.5% | +5.8% | -3.4% |
| 30D | -6.0% | -10.5% | +4.5% | -4.8% |
| 3M | -8.0% | -14.1% | +6.2% | -6.7% |
| 6M | -23.2% | -35.5% | +12.3% | -20.2% |
| YTD | -28.1% | -10.9% | -17.1% | -28.7% |
| 1Y | -27.3% | +3.4% | -30.6% | -30.2% |
| 3Y | +208.7% | +73.1% | +135.5% | +168.1% |
| 5Y | +197.7% | +87.1% | +110.5% | +145.9% |
| All | +1,065.2% | +465.5% | +599.7% | +645.1% |
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