-2.4%
NXT vs URA
-32.0%
+29.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +4.4% | +1.0% | +2.4% |
| 7D | +32.2% | -4.1% | +36.4% | +35.7% |
| 30D | +21.9% | -19.0% | +40.9% | +40.2% |
| 3M | +6.6% | -25.1% | +31.7% | +28.5% |
| 6M | -16.8% | -44.5% | +27.7% | +19.5% |
| YTD | +20.4% | -24.3% | +44.7% | +38.8% |
| All | -2.4% | -32.0% | +29.7% | +19.4% |
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