+167.1%
NXT vs EOSE
+193.4%
-26.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.9% | +2.6% | -0.8% |
| 7D | -2.6% | +14.0% | -16.6% | -4.2% |
| 30D | -22.4% | -5.9% | -16.5% | -22.2% |
| 3M | -27.3% | -34.3% | +6.9% | -24.6% |
| 6M | -28.5% | -37.8% | +9.3% | -26.6% |
| YTD | -6.6% | -65.2% | +58.6% | +0.8% |
| 1Y | +20.4% | -41.9% | +62.3% | +24.4% |
| 3Y | +90.9% | +44.6% | +46.4% | +65.8% |
| All | +167.1% | +193.4% | -26.3% | +126.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 5y: compounded portfolio wealth divided by compounded EOSE 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…
5y analysis · Full analysis span regression · 6 months rolling