+349.8%
FLEX vs NXT
+231.9%
+117.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.8% | +3.0% | +3.5% |
| 7D | +2.2% | -5.7% | +8.0% | +4.3% |
| 30D | -32.6% | +18.5% | -51.2% | -36.5% |
| 3M | -35.5% | -4.1% | -31.4% | -35.2% |
| 6M | -45.6% | -20.3% | -25.2% | -42.7% |
| YTD | +30.7% | +15.5% | +15.2% | +25.3% |
| 1Y | +28.4% | -5.0% | +33.3% | +28.2% |
| 3Y | +301.7% | +191.6% | +110.0% | +205.7% |
| All | +349.8% | +231.9% | +117.9% | +221.9% |
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