+92.7%
NXT vs HRB
+25.9%
+66.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.6% | -2.0% | -3.8% |
| 7D | -0.2% | -10.6% | +10.4% | -1.5% |
| 30D | -20.0% | -0.8% | -19.1% | -19.8% |
| 3M | -30.9% | +19.1% | -50.0% | -29.0% |
| 6M | -23.8% | +48.7% | -72.5% | -20.5% |
| YTD | -5.4% | +7.1% | -12.5% | +0.6% |
| 1Y | +28.0% | -8.3% | +36.4% | +37.6% |
| All | +92.7% | +25.9% | +66.8% | +92.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling