-55.1%
NXRT vs SPY
+79.8%
-134.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.7% |
| 7D | -4.6% | -2.0% | -2.7% | -3.1% |
| 30D | -8.4% | -1.7% | -6.8% | -7.2% |
| 3M | -19.4% | +4.7% | -24.1% | -22.8% |
| 6M | -12.4% | +12.5% | -24.9% | -21.2% |
| YTD | -21.9% | +11.7% | -33.7% | -29.3% |
| 1Y | -27.5% | +17.5% | -45.0% | -37.3% |
| 3Y | -25.7% | +76.6% | -102.2% | -55.6% |
| 5Y | -55.1% | +82.0% | -137.2% | -74.1% |
| All | -55.1% | +79.8% | -134.9% | -74.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling