+182.4%
NXT vs BUD
+49.3%
+133.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.5% | +6.8% | +5.5% |
| 7D | +32.2% | +4.5% | +27.8% | +31.4% |
| 30D | +21.9% | +12.5% | +9.4% | +20.0% |
| 3M | +6.6% | 0.0% | +6.6% | +6.3% |
| 6M | -16.8% | +3.8% | -20.6% | -17.6% |
| YTD | +20.4% | +33.1% | -12.6% | +14.1% |
| 1Y | -1.5% | +35.5% | -37.0% | -7.0% |
| 3Y | +182.4% | +49.4% | +133.0% | +105.2% |
| All | +182.4% | +49.3% | +133.0% | +105.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling