+227.7%
NXT vs RGEN
-9.6%
+237.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -2.8% | -2.1% | -4.3% |
| 7D | +4.0% | -2.4% | +6.4% | +4.5% |
| 30D | +15.9% | +0.1% | +15.9% | +15.8% |
| 3M | -3.0% | +6.6% | -9.6% | -4.9% |
| 6M | -20.7% | +40.9% | -61.6% | -27.6% |
| YTD | +14.6% | +6.2% | +8.4% | +11.5% |
| 1Y | -7.1% | +19.4% | -26.5% | -12.2% |
| 3Y | +189.4% | +17.9% | +171.5% | +163.3% |
| All | +227.7% | -9.6% | +237.3% | +225.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling