+180.1%
C vs NXT
+231.9%
-51.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.5% |
| 7D | -0.4% | -5.7% | +5.3% | +0.2% |
| 30D | -5.3% | +18.5% | -23.9% | -7.4% |
| 3M | -8.0% | -4.1% | -3.9% | -8.0% |
| 6M | -0.3% | -20.3% | +20.1% | +1.0% |
| YTD | +8.6% | +15.5% | -6.8% | +4.4% |
| 1Y | +25.8% | -5.0% | +30.8% | +23.5% |
| 3Y | +221.2% | +191.6% | +29.5% | +159.5% |
| All | +180.1% | +231.9% | -51.7% | +117.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling