+208.9%
C vs NXT
+178.8%
+30.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.4% |
| 7D | +3.6% | -1.1% | +4.7% | +3.8% |
| 30D | +0.1% | -15.3% | +15.4% | +1.9% |
| 3M | +2.4% | -43.8% | +46.2% | +8.8% |
| 6M | +24.9% | -18.7% | +43.6% | +26.0% |
| YTD | +19.8% | -3.0% | +22.8% | +18.0% |
| 1Y | +44.9% | +22.7% | +22.1% | +37.8% |
| 3Y | +263.0% | +95.9% | +167.1% | +210.7% |
| All | +208.9% | +178.8% | +30.1% | +146.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling