+65.2%
DIA vs NXT
+213.5%
-148.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | 0.0% |
| 7D | +2.1% | -9.4% | +11.5% | +2.8% |
| 30D | +1.5% | +15.1% | -13.6% | +0.4% |
| 3M | -2.4% | -9.1% | +6.7% | -2.1% |
| 6M | +6.0% | -30.3% | +36.3% | +7.6% |
| YTD | +10.1% | +9.1% | +1.0% | +8.3% |
| 1Y | +11.8% | +7.9% | +3.9% | +10.0% |
| 3Y | +59.7% | +176.5% | -116.8% | +44.9% |
| All | +65.2% | +213.5% | -148.3% | +47.4% |
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