+230.2%
NXT vs RACE
+59.4%
+170.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -5.7% | -3.9% | -1.9% | -4.4% |
| 30D | +18.5% | +6.8% | +11.7% | +16.3% |
| 3M | -4.1% | +1.3% | -5.4% | -4.5% |
| 6M | -20.3% | +26.3% | -46.6% | -26.2% |
| YTD | +15.5% | +13.8% | +1.7% | +9.9% |
| 1Y | -5.0% | -0.5% | -4.5% | -4.7% |
| 3Y | +191.6% | +25.6% | +166.0% | +117.7% |
| All | +230.2% | +59.4% | +170.8% | +106.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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