+90.9%
NTR vs UUUU
+665.7%
-574.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.3% | +3.9% | -1.7% |
| 7D | -2.5% | -5.0% | +2.6% | -1.9% |
| 30D | +17.0% | -7.8% | +24.8% | +17.9% |
| 3M | +22.2% | -0.4% | +22.6% | +21.1% |
| 6M | +5.2% | -32.9% | +38.1% | +8.3% |
| YTD | +29.7% | -6.3% | +35.9% | +25.7% |
| 1Y | +39.4% | +7.9% | +31.5% | +29.3% |
| 3Y | +38.2% | +85.2% | -47.0% | +11.3% |
| 5Y | +47.6% | +97.0% | -49.4% | +11.3% |
| All | +90.9% | +665.7% | -574.9% | -1.4% |
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