+180.5%
NXT vs UUUU
+100.8%
+79.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +0.9% |
| 7D | +2.9% | +2.8% | +0.1% | +2.2% |
| 30D | -17.2% | +3.4% | -20.6% | -18.1% |
| 3M | -32.0% | -3.9% | -28.1% | -31.7% |
| 6M | -15.8% | -23.2% | +7.4% | -12.4% |
| YTD | -1.9% | +0.6% | -2.5% | -4.5% |
| 1Y | +22.5% | +22.9% | -0.4% | +11.3% |
| 3Y | +100.5% | +98.6% | +1.9% | +51.8% |
| All | +180.5% | +100.8% | +79.7% | +104.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling