+10.0%
NOW vs NXT
+246.1%
-236.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.3% | -5.7% | -0.6% |
| 7D | -3.0% | +32.2% | -35.2% | -4.0% |
| 30D | -26.0% | +21.9% | -48.0% | -26.6% |
| 3M | -13.1% | +6.6% | -19.7% | -13.5% |
| 6M | +14.5% | -16.8% | +31.3% | +14.9% |
| YTD | -33.4% | +20.4% | -53.9% | -35.4% |
| 1Y | -40.6% | -1.5% | -39.1% | -41.5% |
| 3Y | -16.3% | +182.4% | -198.7% | -27.3% |
| All | +10.0% | +246.1% | -236.1% | -10.1% |
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