+172.1%
NXT vs HRB
+29.3%
+142.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.4% | +1.9% |
| 7D | -1.9% | -8.0% | +6.1% | -2.7% |
| 30D | -20.0% | -16.0% | -4.1% | -21.3% |
| 3M | -30.7% | +26.9% | -57.6% | -29.0% |
| 6M | -29.0% | +51.1% | -80.1% | -26.8% |
| YTD | -4.8% | +7.1% | -11.9% | +0.3% |
| 1Y | +22.8% | -9.6% | +32.4% | +31.1% |
| 3Y | +93.9% | +25.4% | +68.5% | +99.9% |
| All | +172.1% | +29.3% | +142.9% | +182.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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