+177.4%
NXT vs ACWI
+86.2%
+91.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -1.1% | +0.5% | -1.6% | -1.9% |
| 30D | -15.3% | +0.9% | -16.2% | -16.3% |
| 3M | -43.8% | +2.4% | -46.2% | -45.0% |
| 6M | -18.7% | +12.4% | -31.0% | -30.0% |
| YTD | -3.0% | +15.2% | -18.2% | -19.0% |
| 1Y | +22.7% | +22.7% | 0.0% | -5.1% |
| 3Y | +95.9% | +75.8% | +20.1% | -14.5% |
| All | +177.4% | +86.2% | +91.2% | +11.0% |
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