+189.4%
NXT vs BEN
+87.4%
+102.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.2% | -6.0% | -5.4% |
| 7D | +4.0% | +12.1% | -8.2% | -1.5% |
| 30D | +15.9% | +13.4% | +2.5% | +9.3% |
| 3M | -3.0% | +9.4% | -12.4% | -7.0% |
| 6M | -20.7% | +19.3% | -40.0% | -26.6% |
| YTD | +14.6% | +57.3% | -42.7% | -5.8% |
| 1Y | -7.1% | +69.1% | -76.2% | -25.8% |
| 3Y | +189.4% | +85.6% | +103.8% | +96.3% |
| All | +189.4% | +87.4% | +102.0% | +96.3% |
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