+189.4%
NEM vs NXT
+168.4%
+21.0%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.8% | -1.9% |
| 7D | -3.3% | -2.6% | -0.7% | -3.0% |
| 30D | +7.8% | -22.4% | +30.3% | +11.0% |
| 3M | +36.3% | -27.3% | +63.6% | +40.9% |
| 6M | +6.6% | -28.5% | +35.0% | +10.2% |
| YTD | +27.1% | -6.6% | +33.8% | +29.0% |
| 1Y | +62.3% | +20.4% | +42.0% | +61.5% |
| 3Y | +245.1% | +90.9% | +154.1% | +222.5% |
| All | +189.4% | +168.4% | +21.0% | +180.9% |
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