+207.3%
NXT vs HAS
+137.8%
+69.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.0% | -4.9% | -6.2% |
| 7D | -6.0% | +1.6% | -7.6% | -6.5% |
| 30D | +5.4% | +26.6% | -21.2% | -3.7% |
| 3M | -9.7% | +29.0% | -38.7% | -18.2% |
| 6M | -25.3% | +30.6% | -55.9% | -33.2% |
| YTD | +7.5% | +51.5% | -44.1% | -10.1% |
| 1Y | -3.0% | +58.5% | -61.5% | -20.3% |
| 3Y | +171.4% | +214.1% | -42.7% | +61.6% |
| All | +207.3% | +137.8% | +69.5% | +105.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling