+1,614.8%
MU vs NXT
+178.8%
+1,436.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.2% | +4.9% | +5.7% |
| 7D | +9.0% | -1.1% | +10.1% | +9.3% |
| 30D | +13.8% | -15.3% | +29.2% | +19.5% |
| 3M | +2.1% | -43.8% | +45.9% | +21.2% |
| 6M | +153.8% | -18.7% | +172.5% | +170.5% |
| YTD | +256.4% | -3.0% | +259.4% | +262.7% |
| 1Y | +719.8% | +22.7% | +697.0% | +689.2% |
| 3Y | +1,360.4% | +95.9% | +1,264.4% | +1,126.3% |
| All | +1,614.8% | +178.8% | +1,436.0% | +1,284.7% |
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 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