+70.9%
NVT vs NXT
+26.2%
+44.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.2% | +1.4% | +2.2% |
| 7D | +5.1% | -1.1% | +6.2% | +5.4% |
| 30D | -3.7% | -15.3% | +11.6% | +1.6% |
| 3M | -10.1% | -43.8% | +33.6% | +7.1% |
| 6M | +37.5% | -18.7% | +56.1% | +44.1% |
| YTD | +53.7% | -3.0% | +56.7% | +49.5% |
| 1Y | +70.9% | +22.7% | +48.1% | +57.6% |
| All | +70.9% | +26.2% | +44.6% | +57.6% |
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