+180.5%
NXT vs BEN
+31.5%
+149.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.4% | +1.2% |
| 7D | +2.9% | +4.7% | -1.8% | +0.6% |
| 30D | -17.2% | +2.6% | -19.9% | -18.3% |
| 3M | -32.0% | +11.5% | -43.5% | -35.4% |
| 6M | -15.8% | +35.3% | -51.1% | -27.0% |
| YTD | -1.9% | +48.6% | -50.5% | -18.8% |
| 1Y | +22.5% | +46.7% | -24.2% | +1.8% |
| 3Y | +100.5% | +57.0% | +43.5% | +56.4% |
| All | +180.5% | +31.5% | +149.1% | +127.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling