+177.4%
NXT vs FND
-50.0%
+227.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +0.6% |
| 7D | -1.1% | -5.2% | +4.1% | +0.7% |
| 30D | -15.3% | -19.9% | +4.5% | -8.8% |
| 3M | -43.8% | +2.7% | -46.5% | -44.9% |
| 6M | -18.7% | -21.7% | +3.0% | -12.7% |
| YTD | -3.0% | -17.5% | +14.5% | +1.3% |
| 1Y | +22.7% | -39.3% | +62.0% | +42.9% |
| 3Y | +95.9% | -49.8% | +145.7% | +132.7% |
| All | +177.4% | -50.0% | +227.5% | +222.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling