+176.5%
NXT vs AGI
+127.5%
+49.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.6% |
| 7D | -9.4% | -10.1% | +0.7% | -6.9% |
| 30D | +15.1% | -6.5% | +21.6% | +16.9% |
| 3M | -9.1% | -12.8% | +3.7% | -6.5% |
| 6M | -30.3% | -34.3% | +4.0% | -24.8% |
| YTD | +9.1% | -25.6% | +34.7% | +14.1% |
| 1Y | +7.9% | -14.2% | +22.1% | +10.4% |
| 3Y | +176.5% | +127.3% | +49.2% | +106.0% |
| All | +176.5% | +127.5% | +49.0% | +106.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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