+1,040.6%
NBIS vs NXT
+144.1%
+896.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.2% | -3.9% | -4.6% |
| 7D | +8.3% | -2.6% | +10.9% | +9.5% |
| 30D | +18.1% | -22.4% | +40.5% | +29.8% |
| 3M | +7.8% | -27.3% | +35.1% | +22.2% |
| 6M | +136.6% | -28.5% | +165.0% | +166.1% |
| YTD | +172.5% | -6.6% | +179.1% | +182.2% |
| 1Y | +144.3% | +20.4% | +123.9% | +143.7% |
| All | +1,040.6% | +144.1% | +896.5% | +844.1% |
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