+182.4%
NXT vs ALLE
+88.9%
+93.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.9% | +6.3% | +5.8% |
| 7D | +32.2% | -0.6% | +32.8% | +32.9% |
| 30D | +21.9% | +25.3% | -3.4% | +10.3% |
| 3M | +6.6% | +10.3% | -3.7% | +2.3% |
| 6M | -16.8% | +38.0% | -54.8% | -28.3% |
| YTD | +20.4% | +17.8% | +2.7% | +10.6% |
| 1Y | -1.5% | +13.6% | -15.1% | -7.6% |
| 3Y | +182.4% | +89.2% | +93.2% | +59.2% |
| All | +182.4% | +88.9% | +93.5% | +59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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