+93.9%
NXT vs UUUU
+74.5%
+19.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.0% | +6.9% | +3.0% |
| 7D | -1.9% | -10.5% | +8.6% | +0.5% |
| 30D | -20.0% | -10.5% | -9.5% | -18.3% |
| 3M | -30.7% | -14.1% | -16.6% | -28.8% |
| 6M | -29.0% | -35.5% | +6.5% | -23.6% |
| YTD | -4.8% | -10.9% | +6.1% | -4.7% |
| 1Y | +22.8% | +3.4% | +19.4% | +16.7% |
| 3Y | +93.9% | +73.1% | +20.8% | +54.9% |
| All | +93.9% | +74.5% | +19.4% | +54.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling