+170.4%
NXT vs BTG
+64.0%
+106.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.7% | -5.3% | -4.0% |
| 7D | -0.2% | +2.4% | -2.6% | -0.9% |
| 30D | -20.0% | +9.5% | -29.4% | -21.9% |
| 3M | -30.9% | +38.5% | -69.4% | -36.7% |
| 6M | -23.8% | +5.6% | -29.5% | -26.3% |
| YTD | -5.4% | +23.9% | -29.4% | -11.3% |
| 1Y | +28.0% | +32.1% | -4.1% | +17.6% |
| 3Y | +93.3% | +103.2% | -9.9% | +62.3% |
| All | +170.4% | +64.0% | +106.4% | +128.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling