+202.7%
NU vs NXT
+173.5%
+29.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.9% | -4.6% | -2.9% |
| 7D | -4.9% | -1.9% | -3.0% | -4.6% |
| 30D | +7.8% | -20.0% | +27.9% | +11.1% |
| 3M | +20.9% | -30.7% | +51.7% | +26.6% |
| 6M | +0.9% | -29.0% | +29.9% | +3.8% |
| YTD | -12.7% | -4.8% | -7.8% | -14.3% |
| 1Y | -6.4% | +22.8% | -29.2% | -11.9% |
| 3Y | +98.1% | +93.9% | +4.2% | +68.9% |
| All | +202.7% | +173.5% | +29.2% | +148.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling