+92.7%
NXT vs IBN
+25.8%
+66.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.7% | -1.9% | -2.9% |
| 7D | -0.2% | -5.1% | +4.9% | +1.8% |
| 30D | -20.0% | -3.5% | -16.4% | -18.9% |
| 3M | -30.9% | +11.3% | -42.2% | -34.4% |
| 6M | -23.8% | +4.4% | -28.3% | -25.9% |
| YTD | -5.4% | -1.8% | -3.6% | -5.8% |
| 1Y | +28.0% | -8.0% | +36.0% | +30.5% |
| All | +92.7% | +25.8% | +66.9% | +59.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling