+167.1%
NXT vs UUUU
+87.2%
+79.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.3% | +5.1% | +0.2% |
| 7D | -2.6% | -5.0% | +2.4% | -1.5% |
| 30D | -22.4% | -7.8% | -14.7% | -21.2% |
| 3M | -27.3% | -0.4% | -26.9% | -27.5% |
| 6M | -28.5% | -32.9% | +4.4% | -23.5% |
| YTD | -6.6% | -6.3% | -0.4% | -7.7% |
| 1Y | +20.4% | +7.9% | +12.4% | +12.7% |
| 3Y | +90.9% | +85.2% | +5.7% | +46.8% |
| All | +167.1% | +87.2% | +79.8% | +97.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling