+180.5%
NXT vs AEIS
+196.0%
-15.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.8% | -1.7% | -0.3% |
| 7D | +2.9% | +8.1% | -5.3% | -1.1% |
| 30D | -17.2% | -11.1% | -6.1% | -12.7% |
| 3M | -32.0% | -5.6% | -26.3% | -31.5% |
| 6M | -15.8% | -0.6% | -15.1% | -18.9% |
| YTD | -1.9% | +38.0% | -39.9% | -21.3% |
| 1Y | +22.5% | +87.2% | -64.7% | -15.2% |
| 3Y | +100.5% | +179.7% | -79.1% | +4.8% |
| All | +180.5% | +196.0% | -15.4% | +39.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling