+167.1%
NXT vs BUD
+39.9%
+127.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | -2.6% | -3.2% | +0.6% | -1.9% |
| 30D | -22.4% | -3.7% | -18.8% | -21.8% |
| 3M | -27.3% | -4.4% | -22.9% | -26.9% |
| 6M | -28.5% | +7.7% | -36.2% | -30.5% |
| YTD | -6.6% | +23.1% | -29.7% | -12.5% |
| 1Y | +20.4% | +33.6% | -13.3% | +10.3% |
| 3Y | +90.9% | +44.7% | +46.2% | +58.6% |
| All | +167.1% | +39.9% | +127.1% | +112.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling