+227.7%
NXT vs BEN
+39.1%
+188.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.2% | -6.0% | -5.4% |
| 7D | +4.0% | +12.1% | -8.2% | -1.9% |
| 30D | +15.9% | +13.4% | +2.5% | +8.9% |
| 3M | -3.0% | +9.4% | -12.4% | -7.3% |
| 6M | -20.7% | +19.3% | -40.0% | -27.1% |
| YTD | +14.6% | +57.3% | -42.7% | -7.8% |
| 1Y | -7.1% | +69.1% | -76.2% | -27.6% |
| 3Y | +189.4% | +85.6% | +103.8% | +104.4% |
| All | +227.7% | +39.1% | +188.6% | +158.3% |
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 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