+170.4%
NXT vs FND
-52.7%
+223.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.7% | -2.9% | -3.4% |
| 7D | -0.2% | -0.8% | +0.6% | 0.0% |
| 30D | -20.0% | -19.6% | -0.4% | -13.8% |
| 3M | -30.9% | -4.3% | -26.6% | -30.6% |
| 6M | -23.8% | -20.4% | -3.4% | -18.9% |
| YTD | -5.4% | -21.9% | +16.4% | +0.5% |
| 1Y | +28.0% | -45.2% | +73.2% | +54.8% |
| 3Y | +93.3% | -49.2% | +142.5% | +129.4% |
| All | +170.4% | -52.7% | +223.1% | +220.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling