+1,587.3%
MU vs NXT
+181.9%
+1,405.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.7% | -2.0% |
| 7D | +7.2% | +2.9% | +4.3% | +6.2% |
| 30D | +14.0% | -17.2% | +31.2% | +20.6% |
| 3M | +5.4% | -32.0% | +37.4% | +18.6% |
| 6M | +170.3% | -15.8% | +186.0% | +185.2% |
| YTD | +250.7% | -1.9% | +252.6% | +255.6% |
| 1Y | +662.1% | +22.5% | +639.6% | +633.1% |
| 3Y | +1,341.2% | +100.5% | +1,240.7% | +1,103.3% |
| All | +1,587.3% | +181.9% | +1,405.3% | +1,257.7% |
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