+99.5%
U vs NXT
+181.6%
-82.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +5.3% | +0.2% | +4.3% |
| 7D | +36.6% | +32.2% | +4.3% | +27.4% |
| 30D | +13.3% | +21.9% | -8.6% | +7.8% |
| 3M | +26.2% | +6.6% | +19.6% | +23.2% |
| 6M | +88.7% | -16.8% | +105.5% | +91.5% |
| YTD | +16.6% | +20.4% | -3.9% | +5.3% |
| 1Y | +29.0% | -1.5% | +30.5% | +22.5% |
| 3Y | +99.5% | +182.4% | -82.9% | +34.8% |
| All | +99.5% | +181.6% | -82.1% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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