+100.5%
NXT vs FND
-49.6%
+150.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.6% | +5.7% | +2.7% |
| 7D | +2.9% | +0.4% | +2.5% | +2.6% |
| 30D | -17.2% | -23.6% | +6.3% | -9.3% |
| 3M | -32.0% | +4.3% | -36.3% | -34.0% |
| 6M | -15.8% | -20.3% | +4.5% | -10.1% |
| YTD | -1.9% | -21.3% | +19.4% | +4.2% |
| 1Y | +22.5% | -45.4% | +67.9% | +49.5% |
| 3Y | +100.5% | -48.9% | +149.4% | +140.7% |
| All | +100.5% | -49.6% | +150.1% | +140.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 3y: compounded portfolio wealth divided by compounded FND 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…
3y analysis · Full analysis span regression · 6 months rolling