+212.0%
NXT vs HDB
-20.9%
+232.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.1% | +1.4% |
| 7D | -9.4% | +2.7% | -12.2% | -10.3% |
| 30D | +15.1% | +14.1% | +1.0% | +10.1% |
| 3M | -9.1% | +11.8% | -20.9% | -12.7% |
| 6M | -30.3% | +8.2% | -38.5% | -32.6% |
| YTD | +9.1% | -29.3% | +38.4% | +19.3% |
| 1Y | +7.9% | -28.8% | +36.7% | +17.7% |
| 3Y | +176.5% | -7.5% | +184.0% | +180.0% |
| All | +212.0% | -20.9% | +232.9% | +230.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling