+324.2%
NSC vs UUUU
+465.5%
-141.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.0% | +4.1% | -0.5% |
| 7D | -2.8% | -10.5% | +7.7% | -2.0% |
| 30D | -4.5% | -10.5% | +6.0% | -3.8% |
| 3M | +3.5% | -14.1% | +17.7% | +4.3% |
| 6M | +8.5% | -35.5% | +44.0% | +11.0% |
| YTD | +12.3% | -10.9% | +23.3% | +10.2% |
| 1Y | +18.9% | +3.4% | +15.6% | +13.3% |
| 3Y | +74.1% | +73.1% | +1.0% | +51.6% |
| 5Y | +43.9% | +87.1% | -43.2% | +18.6% |
| All | +324.2% | +465.5% | -141.3% | +161.8% |
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 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