+170.4%
NXT vs AZO
+19.1%
+151.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.4% | -2.2% | -3.6% |
| 7D | -0.2% | -0.8% | +0.6% | -0.2% |
| 30D | -20.0% | -5.1% | -14.8% | -20.0% |
| 3M | -30.9% | -7.2% | -23.7% | -30.9% |
| 6M | -23.8% | -20.7% | -3.1% | -22.7% |
| YTD | -5.4% | -14.2% | +8.7% | -4.6% |
| 1Y | +28.0% | -32.2% | +60.2% | +31.3% |
| 3Y | +93.3% | +11.1% | +82.2% | +80.8% |
| All | +170.4% | +19.1% | +151.3% | +150.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 all: compounded portfolio wealth divided by compounded AZO 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…
all analysis · Full analysis span regression · 6 months rolling