+326.0%
NRG vs UUUU
-92.5%
+418.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.3% | +3.1% | -2.7% |
| 7D | -0.2% | -5.0% | +4.8% | +0.3% |
| 30D | -6.8% | -7.8% | +1.0% | -6.2% |
| 3M | -7.1% | -0.4% | -6.7% | -7.4% |
| 6M | -27.6% | -32.9% | +5.3% | -25.8% |
| YTD | -29.2% | -6.3% | -22.9% | -29.9% |
| 1Y | -29.9% | +7.9% | -37.8% | -32.0% |
| 3Y | +198.7% | +85.2% | +113.5% | +171.2% |
| 5Y | +192.9% | +97.0% | +95.9% | +157.1% |
| 10Y | +1,084.1% | +492.6% | +591.5% | +791.0% |
| All | +326.0% | -92.5% | +418.5% | +231.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling