+170.4%
NXT vs HDB
-32.4%
+202.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.8% | -1.8% | -3.1% |
| 7D | -0.2% | -4.9% | +4.7% | +1.3% |
| 30D | -20.0% | -5.8% | -14.1% | -18.6% |
| 3M | -30.9% | -5.2% | -25.7% | -30.2% |
| 6M | -23.8% | -25.7% | +1.9% | -17.2% |
| YTD | -5.4% | -39.6% | +34.1% | +9.0% |
| 1Y | +28.0% | -36.9% | +65.0% | +45.8% |
| 3Y | +93.3% | -29.7% | +123.0% | +112.6% |
| All | +170.4% | -32.4% | +202.8% | +202.3% |
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