+73.4%
NXE vs SPY
+77.0%
-3.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -4.8% |
| 7D | -8.2% | -0.8% | -7.4% | -7.1% |
| 30D | -6.6% | -1.1% | -5.6% | -4.9% |
| 3M | +1.0% | +3.9% | -2.8% | -4.3% |
| 6M | -22.1% | +13.6% | -35.7% | -34.5% |
| YTD | +7.1% | +12.7% | -5.6% | -8.7% |
| 1Y | +25.2% | +17.5% | +7.7% | +1.3% |
| 3Y | +73.4% | +76.9% | -3.5% | -4.3% |
| All | +73.4% | +77.0% | -3.6% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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