+230.2%
NXT vs ENB
+51.4%
+178.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -5.7% | -1.8% | -3.9% | -5.4% |
| 30D | +18.5% | +2.0% | +16.5% | +18.0% |
| 3M | -4.1% | -5.8% | +1.7% | -3.1% |
| 6M | -20.3% | -9.7% | -10.6% | -19.3% |
| YTD | +15.5% | +4.2% | +11.3% | +11.5% |
| 1Y | -5.0% | +3.2% | -8.2% | -8.0% |
| 3Y | +191.6% | +70.6% | +121.1% | +110.2% |
| All | +230.2% | +51.4% | +178.8% | +154.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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