-6.4%
NU vs NXT
+23.4%
-29.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +10.9% |
| 3M | +20.9% | -30.7% | +51.7% | +26.3% |
| 6M | +0.9% | -29.0% | +29.9% | +2.6% |
| YTD | -12.7% | -4.8% | -7.8% | -15.4% |
| 1Y | -6.4% | +22.8% | -29.2% | -9.8% |
| All | -6.4% | +23.4% | -29.8% | -9.8% |
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 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