+176.5%
NXT vs HAS
+212.5%
-36.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.8% |
| 7D | -9.4% | +1.4% | -10.8% | -9.8% |
| 30D | +15.1% | +26.3% | -11.2% | +5.4% |
| 3M | -9.1% | +25.6% | -34.7% | -16.7% |
| 6M | -30.3% | +30.3% | -60.6% | -37.6% |
| YTD | +9.1% | +50.4% | -41.3% | -8.5% |
| 1Y | +7.9% | +57.7% | -49.8% | -11.3% |
| 3Y | +176.5% | +213.4% | -36.9% | +44.8% |
| All | +176.5% | +212.5% | -36.0% | +44.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling