+7.9%
NXT vs EXEL
+60.1%
-52.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.9% |
| 7D | -9.4% | -0.8% | -8.6% | -9.1% |
| 30D | +15.1% | +13.1% | +2.0% | +12.2% |
| 3M | -9.1% | +36.3% | -45.4% | -16.1% |
| 6M | -30.3% | +34.5% | -64.8% | -35.4% |
| YTD | +9.1% | +57.4% | -48.3% | -5.9% |
| 1Y | +7.9% | +62.9% | -55.0% | -8.1% |
| All | +7.9% | +60.1% | -52.3% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 1y: compounded portfolio wealth divided by compounded EXEL 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…
1y analysis · Full analysis span regression · 6 months rolling