+114.8%
INTC vs NXT
+229.3%
-114.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.8% | +2.7% | -1.0% |
| 7D | -4.0% | +4.0% | -8.0% | -4.9% |
| 30D | -44.5% | +15.9% | -60.4% | -46.6% |
| 3M | -40.4% | -3.0% | -37.4% | -40.4% |
| 6M | -53.5% | -20.7% | -32.7% | -51.8% |
| YTD | +57.5% | +14.6% | +42.9% | +52.7% |
| 1Y | +51.2% | -7.1% | +58.3% | +51.0% |
| 3Y | +51.6% | +189.4% | -137.8% | +26.8% |
| All | +114.8% | +229.3% | -114.6% | +82.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling