-28.6%
NOW vs NXT
+20.2%
-48.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.1% | -6.1% | -4.9% |
| 7D | -6.1% | +2.9% | -8.9% | -5.8% |
| 30D | +7.5% | -17.2% | +24.7% | +5.8% |
| 3M | +17.5% | -32.0% | +49.5% | +14.5% |
| 6M | +7.9% | -15.8% | +23.7% | +8.5% |
| YTD | -12.4% | -1.9% | -10.5% | -13.4% |
| 1Y | -28.6% | +22.5% | -51.1% | -32.2% |
| All | -28.6% | +20.2% | -48.8% | -32.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling