+6.9%
NXT vs HAS
+66.3%
-59.4%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +3.1% | +8.1% | +10.3% |
| 7D | +30.0% | +2.4% | +27.6% | +29.2% |
| 30D | +28.6% | +31.6% | -3.0% | +19.3% |
| 3M | +8.4% | +33.9% | -25.5% | -0.1% |
| 6M | -8.7% | +31.4% | -40.2% | -16.0% |
| YTD | +22.5% | +51.6% | -29.2% | +1.6% |
| 1Y | +6.9% | +65.2% | -58.3% | -17.0% |
| All | +6.9% | +66.3% | -59.4% | -17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 1y: compounded portfolio wealth divided by compounded HAS 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…
1y analysis · Full analysis span regression · 6 months rolling