+52.4%
NOW vs NXT
+178.8%
-126.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.2% | -4.2% | -3.0% |
| 7D | -2.4% | -1.1% | -1.3% | -2.4% |
| 30D | +20.5% | -15.3% | +35.8% | +21.1% |
| 3M | +18.3% | -43.8% | +62.1% | +20.7% |
| 6M | +24.1% | -18.7% | +42.7% | +23.8% |
| YTD | -7.8% | -3.0% | -4.8% | -9.8% |
| 1Y | -21.4% | +22.7% | -44.1% | -25.1% |
| 3Y | +19.5% | +95.9% | -76.4% | +6.9% |
| All | +52.4% | +178.8% | -126.3% | +25.6% |
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