+292.5%
INTC vs NXT
+171.8%
+120.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.6% | +5.3% | +2.5% |
| 7D | +18.0% | -0.2% | +18.2% | +18.0% |
| 30D | +8.9% | -20.0% | +28.9% | +14.6% |
| 3M | -1.6% | -30.9% | +29.4% | +7.0% |
| 6M | +133.1% | -23.8% | +156.9% | +146.1% |
| YTD | +187.9% | -5.4% | +193.4% | +193.5% |
| 1Y | +334.7% | +28.0% | +306.7% | +322.4% |
| 3Y | +184.2% | +93.3% | +90.9% | +154.5% |
| All | +292.5% | +171.8% | +120.8% | +250.3% |
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