+358.3%
NET vs NXT
+252.0%
+106.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +11.1% | -13.7% | -4.3% |
| 7D | -16.4% | +30.0% | -46.4% | -20.0% |
| 30D | -25.8% | +28.6% | -54.4% | -29.0% |
| 3M | -11.5% | +8.4% | -19.9% | -13.1% |
| 6M | +18.9% | -8.7% | +27.7% | +18.4% |
| YTD | +35.2% | +22.5% | +12.7% | +24.7% |
| 1Y | +14.5% | +6.9% | +7.6% | +8.0% |
| 3Y | +313.8% | +186.9% | +126.9% | +181.2% |
| All | +358.3% | +252.0% | +106.2% | +159.5% |
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