-16.7%
NVO vs NXT
+23.4%
-40.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.9% | -4.0% | -2.2% |
| 7D | -7.6% | -1.9% | -5.7% | -7.5% |
| 30D | -6.0% | -20.0% | +14.1% | -4.7% |
| 3M | -0.8% | -30.7% | +30.0% | +1.3% |
| 6M | +16.5% | -29.0% | +45.4% | +17.8% |
| YTD | -11.1% | -4.8% | -6.3% | -12.5% |
| 1Y | -16.7% | +22.8% | -39.5% | -19.0% |
| All | -16.7% | +23.4% | -40.1% | -19.0% |
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