+951.3%
NSC vs UUUU
-96.4%
+1,047.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.5% |
| 7D | +2.5% | -1.1% | +3.5% | +2.5% |
| 30D | +1.7% | -21.0% | +22.7% | +3.0% |
| 3M | -2.6% | -54.8% | +52.2% | +1.9% |
| 6M | +6.4% | -67.3% | +73.8% | +12.9% |
| YTD | +15.5% | -54.7% | +70.2% | +18.6% |
| 1Y | +17.6% | -57.4% | +75.0% | +20.9% |
| 3Y | +75.0% | -19.6% | +94.6% | +67.4% |
| 5Y | +32.2% | -40.0% | +72.2% | +25.6% |
| 10Y | +296.6% | +364.1% | -67.5% | +209.7% |
| All | +951.3% | -96.4% | +1,047.7% | +744.0% |
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