+244.4%
NXT vs HAS
+132.8%
+111.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.5% | +5.9% | +5.5% |
| 7D | +32.2% | -0.2% | +32.4% | +32.4% |
| 30D | +21.9% | +31.0% | -9.1% | +9.9% |
| 3M | +6.6% | +30.7% | -24.1% | -4.0% |
| 6M | -16.8% | +23.9% | -40.7% | -24.1% |
| YTD | +20.4% | +48.3% | -27.9% | +1.6% |
| 1Y | -1.5% | +60.2% | -61.8% | -19.6% |
| 3Y | +182.4% | +189.2% | -6.8% | +73.6% |
| All | +244.4% | +132.8% | +111.6% | +132.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling