-4.9%
EQT vs NXT
+10.5%
-15.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +11.1% | -14.3% | -3.5% |
| 7D | -6.6% | +30.0% | -36.6% | -7.6% |
| 30D | +2.7% | +28.6% | -25.9% | +1.7% |
| 3M | -0.2% | +8.4% | -8.6% | -0.7% |
| 6M | -10.6% | -8.7% | -1.8% | -11.0% |
| YTD | -1.2% | +22.5% | -23.6% | -3.3% |
| 1Y | -4.9% | +6.9% | -11.8% | -6.1% |
| All | -4.9% | +10.5% | -15.3% | -6.1% |
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