-24.3%
UBER vs NXT
+23.4%
-47.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -1.2% |
| 7D | -5.4% | -1.9% | -3.5% | -5.4% |
| 30D | -4.9% | -20.0% | +15.1% | -4.8% |
| 3M | +3.0% | -30.7% | +33.8% | +3.3% |
| 6M | -4.4% | -29.0% | +24.6% | -4.6% |
| YTD | -12.3% | -4.8% | -7.4% | -14.9% |
| 1Y | -24.3% | +22.8% | -47.1% | -26.8% |
| All | -24.3% | +23.4% | -47.7% | -26.8% |
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 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