+25.9%
URI vs NXT
-5.9%
+31.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.3% | -4.2% | +0.2% |
| 7D | -9.8% | +32.2% | -42.0% | -14.3% |
| 30D | +1.7% | +21.9% | -20.2% | -2.0% |
| 3M | -9.1% | +6.6% | -15.6% | -10.5% |
| 6M | +9.9% | -16.8% | +26.7% | +11.2% |
| YTD | +31.2% | +20.4% | +10.8% | +21.3% |
| 1Y | +25.9% | -1.5% | +27.5% | +19.2% |
| All | +25.9% | -5.9% | +31.8% | +19.2% |
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