+177.4%
NXT vs BUD
+44.8%
+132.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.2% |
| 7D | -1.1% | +0.3% | -1.4% | -1.1% |
| 30D | -15.3% | -5.7% | -9.7% | -14.4% |
| 3M | -43.8% | +3.1% | -46.9% | -44.5% |
| 6M | -18.7% | +7.9% | -26.5% | -20.9% |
| YTD | -3.0% | +27.3% | -30.3% | -9.7% |
| 1Y | +22.7% | +37.8% | -15.1% | +11.8% |
| 3Y | +95.9% | +49.8% | +46.1% | +61.6% |
| All | +177.4% | +44.8% | +132.6% | +119.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling