+9.1%
EQT vs NXT
+21.1%
-12.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.7% |
| 7D | -1.2% | -2.6% | +1.4% | -1.0% |
| 30D | +1.1% | -22.4% | +23.5% | +2.3% |
| 3M | +4.8% | -27.3% | +32.1% | +6.3% |
| 6M | -10.6% | -28.5% | +17.9% | -10.0% |
| YTD | +3.4% | -6.6% | +10.1% | +1.2% |
| All | +9.1% | +21.1% | -12.0% | +7.3% |
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