+26.0%
C vs NXT
+10.5%
+15.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +11.1% | -9.5% | +0.5% |
| 7D | +1.1% | +30.0% | -28.9% | -1.9% |
| 30D | -2.4% | +28.6% | -31.0% | -5.3% |
| 3M | -8.4% | +8.4% | -16.8% | -9.5% |
| 6M | +0.3% | -8.7% | +9.1% | -0.1% |
| YTD | +9.1% | +22.5% | -13.4% | +4.8% |
| 1Y | +26.0% | +6.9% | +19.1% | +22.5% |
| All | +26.0% | +10.5% | +15.6% | +22.5% |
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