+22.7%
NXT vs UUUU
+27.9%
-5.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.0% |
| 7D | -1.1% | -1.4% | +0.3% | -0.8% |
| 30D | -15.3% | +16.3% | -31.7% | -18.8% |
| 3M | -43.8% | -16.7% | -27.1% | -41.9% |
| 6M | -18.7% | -33.7% | +15.0% | -13.8% |
| YTD | -3.0% | -0.5% | -2.5% | -3.7% |
| 1Y | +22.7% | +28.9% | -6.1% | +24.4% |
| All | +22.7% | +27.9% | -5.2% | +24.4% |
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 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