+523.7%
FLEX vs NXT
+178.8%
+344.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.3% | +1.1% |
| 7D | -0.9% | -1.1% | +0.2% | -0.6% |
| 30D | -10.1% | -15.3% | +5.2% | -5.6% |
| 3M | -31.3% | -43.8% | +12.4% | -19.2% |
| 6M | +71.3% | -18.7% | +89.9% | +82.3% |
| YTD | +81.2% | -3.0% | +84.2% | +84.6% |
| 1Y | +98.5% | +22.7% | +75.8% | +91.1% |
| 3Y | +428.2% | +95.9% | +332.3% | +343.7% |
| All | +523.7% | +178.8% | +344.9% | +374.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling