+6.9%
NXT vs RGEN
+19.5%
-12.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | 0.0% | +11.2% | +11.1% |
| 7D | +30.0% | -3.5% | +33.5% | +30.2% |
| 30D | +28.6% | -6.0% | +34.6% | +28.7% |
| 3M | +8.4% | +19.0% | -10.6% | +6.9% |
| 6M | -8.7% | +50.7% | -59.5% | -11.8% |
| YTD | +22.5% | +8.8% | +13.7% | +31.7% |
| 1Y | +6.9% | +21.3% | -14.4% | +7.7% |
| All | +6.9% | +19.5% | -12.6% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1y: compounded portfolio wealth divided by compounded RGEN 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…
1y analysis · Full analysis span regression · 6 months rolling