+45.0%
NSC vs UUUU
+132.1%
-87.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.4% |
| 7D | -2.0% | +1.8% | -3.9% | -2.1% |
| 30D | -3.2% | +1.8% | -5.0% | -3.4% |
| 3M | +3.9% | +1.3% | +2.7% | +3.5% |
| 6M | +7.8% | -26.8% | +34.6% | +8.8% |
| YTD | +13.4% | +0.1% | +13.3% | +10.8% |
| 1Y | +20.3% | +11.2% | +9.1% | +15.0% |
| 3Y | +76.1% | +97.7% | -21.6% | +54.6% |
| 5Y | +45.0% | +127.3% | -82.3% | +26.3% |
| All | +45.0% | +132.1% | -87.1% | +26.3% |
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