+100.5%
NXT vs HBM
+522.1%
-421.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.8% | -4.6% | -1.1% |
| 7D | +2.9% | +7.4% | -4.5% | 0.0% |
| 30D | -17.2% | +5.1% | -22.3% | -19.3% |
| 3M | -32.0% | +11.1% | -43.1% | -35.3% |
| 6M | -15.8% | +30.2% | -46.0% | -24.9% |
| YTD | -1.9% | +46.2% | -48.1% | -16.9% |
| 1Y | +22.5% | +120.0% | -97.6% | -10.5% |
| 3Y | +100.5% | +527.4% | -426.9% | -16.5% |
| All | +100.5% | +522.1% | -421.5% | -16.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling