+70.8%
NVT vs NXT
+23.4%
+47.4%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.9% | +2.8% | +4.0% |
| 7D | +4.1% | -1.9% | +6.0% | +4.8% |
| 30D | -5.1% | -20.0% | +14.9% | +2.1% |
| 3M | -1.2% | -30.7% | +29.6% | +11.0% |
| 6M | +46.6% | -29.0% | +75.5% | +60.1% |
| YTD | +60.0% | -4.8% | +64.8% | +56.6% |
| 1Y | +70.8% | +22.8% | +48.0% | +61.6% |
| All | +70.8% | +23.4% | +47.4% | +61.6% |
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