+379.5%
NET vs NXT
+178.8%
+200.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.2% | -2.2% |
| 7D | -7.0% | -1.1% | -5.9% | -6.8% |
| 30D | -4.8% | -15.3% | +10.5% | -2.3% |
| 3M | +3.8% | -43.8% | +47.6% | +12.7% |
| 6M | +50.0% | -18.7% | +68.7% | +51.2% |
| YTD | +41.5% | -3.0% | +44.5% | +36.0% |
| 1Y | +32.8% | +22.7% | +10.1% | +21.2% |
| 3Y | +335.9% | +95.9% | +240.0% | +227.4% |
| All | +379.5% | +178.8% | +200.7% | +183.0% |
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