+177.4%
NXT vs D
+30.6%
+146.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.4% | +2.6% | +1.5% |
| 7D | -1.1% | +0.4% | -1.5% | -1.2% |
| 30D | -15.3% | -3.6% | -11.8% | -14.8% |
| 3M | -43.8% | -1.0% | -42.8% | -43.8% |
| 6M | -18.7% | +6.3% | -24.9% | -19.8% |
| YTD | -3.0% | +14.7% | -17.7% | -6.2% |
| 1Y | +22.7% | +16.9% | +5.8% | +17.7% |
| 3Y | +95.9% | +56.8% | +39.1% | +61.5% |
| All | +177.4% | +30.6% | +146.8% | +135.3% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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