+37.9%
NTR vs UUUU
+74.5%
-36.7%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.0% | +4.6% | -0.1% |
| 7D | -1.3% | -10.5% | +9.2% | -0.8% |
| 30D | +16.8% | -10.5% | +27.3% | +17.3% |
| 3M | +20.7% | -14.1% | +34.9% | +21.4% |
| 6M | +0.5% | -35.5% | +36.0% | +2.1% |
| YTD | +29.2% | -10.9% | +40.1% | +28.0% |
| 1Y | +39.6% | +3.4% | +36.2% | +35.1% |
| 3Y | +37.9% | +73.1% | -35.3% | +21.0% |
| All | +37.9% | +74.5% | -36.7% | +21.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling