+34.4%
URI vs NXT
-0.4%
+34.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.5% |
| 7D | +6.7% | -9.4% | +16.1% | +8.5% |
| 30D | +8.9% | +15.1% | -6.2% | +5.7% |
| 3M | +0.5% | -9.1% | +9.6% | +1.8% |
| 6M | +20.7% | -30.3% | +51.0% | +26.5% |
| YTD | +40.0% | +9.1% | +30.9% | +29.2% |
| 1Y | +34.4% | +7.9% | +26.5% | +24.0% |
| All | +34.4% | -0.4% | +34.8% | +24.0% |
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