+92.7%
NXT vs BEN
+53.1%
+39.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -2.9% |
| 7D | -0.2% | +3.4% | -3.6% | -1.8% |
| 30D | -20.0% | +1.8% | -21.7% | -20.7% |
| 3M | -30.9% | +8.4% | -39.3% | -33.4% |
| 6M | -23.8% | +35.6% | -59.5% | -33.7% |
| YTD | -5.4% | +46.4% | -51.8% | -20.6% |
| 1Y | +28.0% | +46.3% | -18.3% | +7.2% |
| All | +92.7% | +53.1% | +39.6% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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