+244.4%
NXT vs ACWI
+75.3%
+169.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | 0.0% | +5.4% | +5.4% |
| 7D | +32.2% | -2.4% | +34.6% | +37.9% |
| 30D | +21.9% | -5.2% | +27.1% | +33.7% |
| 3M | +6.6% | -4.8% | +11.4% | +16.7% |
| 6M | -16.8% | -1.3% | -15.5% | -12.3% |
| YTD | +20.4% | +8.4% | +12.0% | +11.9% |
| 1Y | -1.5% | +11.0% | -12.6% | -11.0% |
| 3Y | +182.4% | +70.6% | +111.8% | +31.0% |
| All | +244.4% | +75.3% | +169.1% | +53.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling