+951.5%
NSC vs UUUU
-96.3%
+1,047.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -7.8% | +8.4% | +1.1% |
| 7D | -3.4% | -6.9% | +3.5% | -3.0% |
| 30D | +3.6% | -32.3% | +35.9% | +5.9% |
| 3M | -1.4% | -52.8% | +51.4% | +2.8% |
| 6M | +6.0% | -68.5% | +74.4% | +12.7% |
| YTD | +15.5% | -53.6% | +69.1% | +18.5% |
| 1Y | +16.2% | -59.1% | +75.4% | +19.8% |
| 3Y | +76.9% | -14.7% | +91.6% | +68.6% |
| 5Y | +29.3% | -35.4% | +64.8% | +22.3% |
| 10Y | +298.3% | +378.0% | -79.7% | +210.5% |
| All | +951.5% | -96.3% | +1,047.7% | +743.0% |
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