-40.3%
NOW vs NXT
-4.9%
-35.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.4% | +3.2% |
| 7D | -5.6% | -5.7% | +0.2% | -5.9% |
| 30D | -26.8% | +18.5% | -45.3% | -25.8% |
| 3M | -19.4% | -4.1% | -15.3% | -20.2% |
| 6M | +12.3% | -20.3% | +32.6% | +11.0% |
| YTD | -32.9% | +15.5% | -48.4% | -32.1% |
| 1Y | -40.3% | -5.0% | -35.4% | -38.5% |
| All | -40.3% | -4.9% | -35.4% | -38.5% |
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 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