+551.0%
FLEX vs NXT
+181.9%
+369.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.1% | +3.3% | +4.0% |
| 7D | +7.0% | +2.9% | +4.1% | +6.1% |
| 30D | -5.8% | -17.2% | +11.4% | -0.3% |
| 3M | -24.2% | -32.0% | +7.8% | -15.2% |
| 6M | +90.8% | -15.8% | +106.6% | +101.2% |
| YTD | +89.2% | -1.9% | +91.1% | +92.1% |
| 1Y | +104.7% | +22.5% | +82.2% | +97.0% |
| 3Y | +478.1% | +100.5% | +377.5% | +382.9% |
| All | +551.0% | +181.9% | +369.1% | +393.6% |
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