+244.4%
NXT vs GEN
+48.6%
+195.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.6% | +8.0% | +6.0% |
| 7D | +32.2% | +2.3% | +30.0% | +31.7% |
| 30D | +21.9% | +33.1% | -11.1% | +13.3% |
| 3M | +6.6% | +6.5% | +0.1% | +4.5% |
| 6M | -16.8% | +53.8% | -70.6% | -28.0% |
| YTD | +20.4% | +11.2% | +9.2% | +17.0% |
| 1Y | -1.5% | +19.4% | -20.9% | -7.4% |
| 3Y | +182.4% | +81.0% | +101.3% | +124.3% |
| All | +244.4% | +48.6% | +195.8% | +224.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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