-75.1%
NXRT vs SPY
+72.1%
-147.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.1% |
| 7D | -4.7% | +2.6% | -7.3% | -6.8% |
| 30D | -15.3% | -2.0% | -13.3% | -14.1% |
| 3M | -36.3% | -2.8% | -33.5% | -35.0% |
| 6M | -44.6% | +2.1% | -46.7% | -46.0% |
| YTD | -45.2% | +11.5% | -56.7% | -50.5% |
| 1Y | -46.4% | +13.5% | -59.9% | -52.3% |
| 3Y | -35.4% | +77.7% | -113.1% | -62.0% |
| All | -75.1% | +72.1% | -147.2% | -85.3% |
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 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