+278.3%
NVT vs NXT
+181.9%
+96.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.1% | +3.9% |
| 7D | +10.4% | +2.9% | +7.5% | +9.7% |
| 30D | -1.3% | -17.2% | +16.0% | +3.0% |
| 3M | -0.6% | -32.0% | +31.4% | +7.9% |
| 6M | +53.8% | -15.8% | +69.5% | +58.5% |
| YTD | +60.2% | -1.9% | +62.1% | +59.4% |
| 1Y | +76.8% | +22.5% | +54.3% | +68.4% |
| 3Y | +191.2% | +100.5% | +90.7% | +144.3% |
| All | +278.3% | +181.9% | +96.4% | +198.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling