+93.9%
NXT vs BTG
+94.8%
-0.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.8% |
| 7D | -1.9% | -3.8% | +1.8% | -0.9% |
| 30D | -20.0% | +3.6% | -23.7% | -21.0% |
| 3M | -30.7% | +32.0% | -62.8% | -36.4% |
| 6M | -29.0% | +3.4% | -32.3% | -31.1% |
| YTD | -4.8% | +20.8% | -25.6% | -10.9% |
| 1Y | +22.8% | +22.4% | +0.4% | +13.2% |
| 3Y | +93.9% | +91.7% | +2.2% | +57.4% |
| All | +93.9% | +94.8% | -0.9% | +57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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