+207.3%
NXT vs BEN
+37.4%
+169.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.2% | -5.7% | -6.3% |
| 7D | -6.0% | +11.3% | -17.3% | -11.1% |
| 30D | +5.4% | +15.0% | -9.6% | -1.5% |
| 3M | -9.7% | +7.8% | -17.6% | -13.0% |
| 6M | -25.3% | +15.5% | -40.8% | -30.2% |
| YTD | +7.5% | +55.4% | -47.9% | -13.0% |
| 1Y | -3.0% | +63.3% | -66.3% | -23.1% |
| 3Y | +171.4% | +83.4% | +88.0% | +92.9% |
| All | +207.3% | +37.4% | +169.8% | +143.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling