-3.0%
NXT vs URA
-29.1%
+26.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.8% | -3.1% | -4.4% |
| 7D | -6.0% | +4.5% | -10.5% | -8.7% |
| 30D | +5.4% | -13.4% | +18.9% | +16.1% |
| 3M | -9.7% | -28.4% | +18.7% | +12.3% |
| 6M | -25.3% | -40.5% | +15.1% | +3.3% |
| YTD | +7.5% | -24.3% | +31.7% | +23.7% |
| 1Y | -3.0% | -28.8% | +25.8% | +16.9% |
| All | -3.0% | -29.1% | +26.1% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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