+37.6%
NTR vs UUUU
-55.1%
+92.7%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.8% | +4.0% |
| 7D | +4.3% | -14.4% | +18.8% | +4.7% |
| 30D | +2.6% | -33.6% | +36.2% | +3.6% |
| 3M | +8.5% | -44.2% | +52.7% | +10.0% |
| 6M | -3.3% | -66.8% | +63.4% | 0.0% |
| YTD | +19.6% | -50.6% | +70.2% | +22.0% |
| 1Y | +37.6% | -57.8% | +95.4% | +41.1% |
| All | +37.6% | -55.1% | +92.7% | +41.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling