-20.1%
NVDL vs NXT
+10.5%
-30.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +11.1% | -17.2% | -9.9% |
| 7D | -14.0% | +30.0% | -44.0% | -22.6% |
| 30D | -31.2% | +28.6% | -59.8% | -37.8% |
| 3M | -15.5% | +8.4% | -23.9% | -18.7% |
| 6M | -10.3% | -8.7% | -1.5% | -10.3% |
| YTD | -5.8% | +22.5% | -28.3% | -15.7% |
| 1Y | -20.1% | +6.9% | -27.0% | -26.6% |
| All | -20.1% | +10.5% | -30.6% | -26.6% |
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 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