-7.1%
NXT vs AS
+6.1%
-13.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.8% | -3.0% | -4.2% |
| 7D | +4.0% | +4.5% | -0.5% | +2.7% |
| 30D | +15.9% | +13.2% | +2.7% | +12.1% |
| 3M | -3.0% | -11.9% | +8.9% | +0.2% |
| 6M | -20.7% | -11.6% | -9.1% | -18.5% |
| YTD | +14.6% | -14.7% | +29.3% | +14.8% |
| 1Y | -7.1% | +5.7% | -12.8% | -7.1% |
| All | -7.1% | +6.1% | -13.1% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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