+167.1%
NXT vs IBN
+42.4%
+124.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | -1.0% |
| 7D | -2.6% | -5.5% | +2.9% | -0.3% |
| 30D | -22.4% | -3.4% | -19.0% | -21.5% |
| 3M | -27.3% | +8.7% | -36.0% | -30.3% |
| 6M | -28.5% | +3.7% | -32.2% | -30.2% |
| YTD | -6.6% | -2.4% | -4.2% | -6.7% |
| 1Y | +20.4% | -8.1% | +28.4% | +23.0% |
| 3Y | +90.9% | +26.3% | +64.6% | +58.8% |
| All | +167.1% | +42.4% | +124.7% | +99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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