+22.7%
NXT vs HBM
+123.0%
-100.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.6% |
| 7D | -1.1% | -6.4% | +5.3% | +1.8% |
| 30D | -15.3% | +5.9% | -21.2% | -18.2% |
| 3M | -43.8% | -8.9% | -34.9% | -42.4% |
| 6M | -18.7% | +10.7% | -29.3% | -24.6% |
| YTD | -3.0% | +38.3% | -41.3% | -19.0% |
| 1Y | +22.7% | +121.3% | -98.6% | -22.0% |
| All | +22.7% | +123.0% | -100.2% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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