+227.7%
NXT vs EAT
+372.6%
-144.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.1% | -0.7% | -3.8% |
| 7D | +4.0% | -5.9% | +9.9% | +5.7% |
| 30D | +15.9% | +0.7% | +15.3% | +15.6% |
| 3M | -3.0% | -14.2% | +11.2% | 0.0% |
| 6M | -20.7% | +40.7% | -61.4% | -29.6% |
| YTD | +14.6% | +36.0% | -21.4% | +2.3% |
| 1Y | -7.1% | +83.1% | -90.1% | -24.4% |
| 3Y | +189.4% | +474.8% | -285.4% | +42.4% |
| All | +227.7% | +372.6% | -144.9% | +68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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