+4.3%
EXE vs NXT
+18.1%
-13.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.6% | +2.0% | -1.5% |
| 7D | -2.7% | -0.2% | -2.5% | -2.7% |
| 30D | -0.4% | -20.0% | +19.6% | +0.2% |
| 3M | +9.5% | -30.9% | +40.4% | +10.6% |
| 6M | -9.3% | -23.8% | +14.5% | -8.7% |
| YTD | -10.9% | -5.4% | -5.5% | -11.6% |
| 1Y | +4.3% | +28.0% | -23.7% | +3.7% |
| All | +4.3% | +18.1% | -13.8% | +3.7% |
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