+180.5%
NXT vs BUD
+43.7%
+136.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.3% |
| 7D | +2.9% | +0.8% | +2.1% | +2.7% |
| 30D | -17.2% | -4.8% | -12.4% | -16.5% |
| 3M | -32.0% | +1.4% | -33.4% | -32.6% |
| 6M | -15.8% | +9.9% | -25.6% | -18.5% |
| YTD | -1.9% | +26.3% | -28.3% | -8.6% |
| 1Y | +22.5% | +36.1% | -13.7% | +11.8% |
| 3Y | +100.5% | +48.6% | +52.0% | +65.7% |
| All | +180.5% | +43.7% | +136.8% | +122.4% |
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