-17.6%
UBER vs NXT
+26.2%
-43.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.3% |
| 7D | -3.9% | -1.1% | -2.8% | -3.9% |
| 30D | +11.1% | -15.3% | +26.5% | +11.1% |
| 3M | +4.9% | -43.8% | +48.7% | +5.1% |
| 6M | -1.2% | -18.7% | +17.5% | -1.6% |
| YTD | -7.3% | -3.0% | -4.3% | -9.4% |
| 1Y | -17.6% | +22.7% | -40.4% | -17.7% |
| All | -17.6% | +26.2% | -43.8% | -17.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling