-5.0%
NXT vs ACWI
+13.1%
-18.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | -2.0% |
| 7D | -5.7% | -0.7% | -5.1% | -4.2% |
| 30D | +18.5% | -2.0% | +20.5% | +25.2% |
| 3M | -4.1% | -2.2% | -1.9% | +2.2% |
| 6M | -20.3% | +1.9% | -22.2% | -21.0% |
| YTD | +15.5% | +12.0% | +3.5% | -6.4% |
| 1Y | -5.0% | +12.5% | -17.5% | -23.5% |
| All | -5.0% | +13.1% | -18.0% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling