+180.5%
NXT vs GEN
+48.7%
+131.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.7% | +3.9% | +1.9% |
| 7D | +2.9% | -0.7% | +3.6% | +3.0% |
| 30D | -17.2% | +2.6% | -19.9% | -18.0% |
| 3M | -32.0% | +15.8% | -47.8% | -35.1% |
| 6M | -15.8% | +33.1% | -48.9% | -23.6% |
| YTD | -1.9% | +11.3% | -13.2% | -4.6% |
| 1Y | +22.5% | +1.7% | +20.8% | +24.1% |
| 3Y | +100.5% | +58.1% | +42.4% | +66.4% |
| All | +180.5% | +48.7% | +131.9% | +164.9% |
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