+6.9%
NXT vs AEIS
+6.2%
+0.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -11.1% | +22.3% | +16.1% |
| 7D | +30.0% | -12.7% | +42.7% | +36.5% |
| 30D | +28.6% | -28.8% | +57.4% | +49.2% |
| 3M | +8.4% | -38.0% | +46.4% | +33.6% |
| 6M | -8.7% | -45.3% | +36.6% | +17.6% |
| YTD | +22.5% | +1.1% | +21.3% | -2.3% |
| 1Y | +6.9% | +8.6% | -1.7% | -19.9% |
| All | +6.9% | +6.2% | +0.7% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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