+177.4%
NXT vs BTG
+66.1%
+111.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.4% | +2.6% | +1.5% |
| 7D | -1.1% | -0.9% | -0.2% | -1.0% |
| 30D | -15.3% | +36.8% | -52.2% | -22.1% |
| 3M | -43.8% | +23.1% | -66.9% | -47.0% |
| 6M | -18.7% | +3.5% | -22.1% | -21.1% |
| YTD | -3.0% | +25.5% | -28.5% | -9.2% |
| 1Y | +22.7% | +40.1% | -17.4% | +11.6% |
| 3Y | +95.9% | +101.1% | -5.2% | +63.9% |
| All | +177.4% | +66.1% | +111.4% | +134.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling