+172.1%
NXT vs AU
+475.0%
-302.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.4% | +1.8% |
| 7D | -1.9% | -4.3% | +2.4% | -1.1% |
| 30D | -20.0% | +7.3% | -27.4% | -21.5% |
| 3M | -30.7% | +26.3% | -57.1% | -34.2% |
| 6M | -29.0% | +1.8% | -30.7% | -30.4% |
| YTD | -4.8% | +26.8% | -31.7% | -9.5% |
| 1Y | +22.8% | +66.7% | -43.9% | +12.4% |
| 3Y | +93.9% | +579.1% | -485.1% | +37.2% |
| All | +172.1% | +475.0% | -302.9% | +81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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