+952.0%
NSC vs UUUU
-92.0%
+1,044.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.4% |
| 7D | -5.5% | -1.4% | -4.1% | -5.4% |
| 30D | -3.2% | +16.3% | -19.5% | -4.2% |
| 3M | +7.7% | -16.7% | +24.4% | +8.4% |
| 6M | +4.5% | -33.7% | +38.2% | +6.2% |
| YTD | +15.6% | -0.5% | +16.0% | +13.4% |
| 1Y | +19.8% | +28.9% | -9.0% | +14.5% |
| 3Y | +70.1% | +99.9% | -29.8% | +54.0% |
| 5Y | +46.1% | +135.3% | -89.2% | +27.3% |
| 10Y | +328.1% | +518.4% | -190.3% | +226.8% |
| All | +952.0% | -92.0% | +1,044.0% | +707.3% |
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 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