+177.4%
NXT vs HAS
+81.2%
+96.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.4% |
| 7D | -1.1% | -1.8% | +0.7% | -0.4% |
| 30D | -15.3% | +2.3% | -17.6% | -16.1% |
| 3M | -43.8% | +10.4% | -54.2% | -46.2% |
| 6M | -18.7% | -3.2% | -15.4% | -18.4% |
| YTD | -3.0% | +15.4% | -18.4% | -9.8% |
| 1Y | +22.7% | +18.8% | +3.9% | +12.6% |
| 3Y | +95.9% | +43.9% | +52.0% | +54.6% |
| All | +177.4% | +81.2% | +96.3% | +106.0% |
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