+99.9%
NXT vs AEE
+48.8%
+51.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.2% | +1.2% |
| 7D | +2.9% | +1.3% | +1.5% | +3.0% |
| 30D | -17.2% | -1.2% | -16.0% | -17.3% |
| 3M | -32.0% | +1.0% | -33.0% | -32.3% |
| 6M | -15.8% | -2.3% | -13.5% | -16.0% |
| YTD | -1.9% | +9.1% | -11.0% | -2.4% |
| 1Y | +22.5% | +10.6% | +11.9% | +21.9% |
| All | +99.9% | +48.8% | +51.1% | +79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 3y: compounded portfolio wealth divided by compounded AEE 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…
3y analysis · Full analysis span regression · 6 months rolling