+207.3%
NXT vs AEIS
+134.5%
+72.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.2% | -5.7% | -6.4% |
| 7D | -6.0% | +23.2% | -29.2% | -15.1% |
| 30D | +5.4% | -17.0% | +22.4% | +13.1% |
| 3M | -9.7% | -32.2% | +22.4% | +5.9% |
| 6M | -25.3% | -32.6% | +7.2% | -14.1% |
| YTD | +7.5% | +9.4% | -1.9% | -6.1% |
| 1Y | -3.0% | +7.7% | -10.7% | -14.4% |
| 3Y | +171.4% | +157.9% | +13.4% | +42.9% |
| All | +207.3% | +134.5% | +72.8% | +66.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling