+1,136.9%
MU vs NXT
+246.1%
+890.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.3% | +6.3% |
| 7D | -12.0% | +15.1% | -27.1% | -15.7% |
| 30D | -28.7% | +21.8% | -50.5% | -33.3% |
| 3M | -16.4% | +1.6% | -18.0% | -17.7% |
| 6M | -1.8% | -16.7% | +14.9% | +2.2% |
| YTD | +157.1% | +20.4% | +136.7% | +142.5% |
| 1Y | +208.5% | +0.2% | +208.3% | +203.1% |
| 3Y | +906.2% | +208.7% | +697.5% | +653.9% |
| All | +1,136.9% | +246.1% | +890.8% | +826.0% |
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