+217.4%
NU vs NXT
+181.9%
+35.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.4% |
| 7D | +6.0% | +2.9% | +3.2% | +5.6% |
| 30D | +10.8% | -17.2% | +28.0% | +13.6% |
| 3M | +32.2% | -32.0% | +64.1% | +38.7% |
| 6M | +5.1% | -15.8% | +20.9% | +5.3% |
| YTD | -8.4% | -1.9% | -6.5% | -10.5% |
| 1Y | +0.7% | +22.5% | -21.8% | -5.2% |
| 3Y | +125.1% | +100.5% | +24.6% | +91.0% |
| All | +217.4% | +181.9% | +35.5% | +159.8% |
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 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