+174.8%
NVT vs NXT
+87.2%
+87.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -1.8% |
| 7D | +2.0% | -2.6% | +4.6% | +2.7% |
| 30D | -7.2% | -22.4% | +15.3% | -1.5% |
| 3M | -0.9% | -27.3% | +26.4% | +6.5% |
| 6M | +42.6% | -28.5% | +71.1% | +52.3% |
| YTD | +52.9% | -6.6% | +59.5% | +53.9% |
| 1Y | +64.5% | +20.4% | +44.1% | +57.6% |
| All | +174.8% | +87.2% | +87.6% | +133.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling