+6.9%
NXT vs UUUU
-55.1%
+62.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.8% | +12.0% | +11.4% |
| 7D | +30.0% | -14.4% | +44.4% | +36.3% |
| 30D | +28.6% | -33.6% | +62.2% | +46.1% |
| 3M | +8.4% | -44.2% | +52.6% | +29.2% |
| 6M | -8.7% | -66.8% | +58.0% | +23.8% |
| YTD | +22.5% | -50.6% | +73.1% | +43.7% |
| 1Y | +6.9% | -57.8% | +64.7% | +28.6% |
| All | +6.9% | -55.1% | +62.0% | +28.6% |
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