+211.0%
NU vs NXT
+168.4%
+42.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.4% | +0.3% |
| 7D | -4.2% | -2.6% | -1.6% | -3.9% |
| 30D | +10.0% | -22.4% | +32.5% | +13.9% |
| 3M | +29.3% | -27.3% | +56.6% | +34.4% |
| 6M | +0.9% | -28.5% | +29.4% | +3.6% |
| YTD | -10.3% | -6.6% | -3.7% | -11.7% |
| 1Y | -3.2% | +20.4% | -23.5% | -8.6% |
| 3Y | +120.6% | +90.9% | +29.6% | +88.5% |
| All | +211.0% | +168.4% | +42.6% | +156.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling