+170.4%
NXT vs RGEN
-14.2%
+184.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.1% | -1.5% | -3.2% |
| 7D | -0.2% | -4.6% | +4.3% | +0.7% |
| 30D | -20.0% | +1.2% | -21.1% | -20.3% |
| 3M | -30.9% | +26.8% | -57.8% | -34.9% |
| 6M | -23.8% | +29.1% | -52.9% | -29.1% |
| YTD | -5.4% | +0.7% | -6.2% | -6.5% |
| 1Y | +28.0% | +39.1% | -11.0% | +16.5% |
| 3Y | +93.3% | +2.2% | +91.1% | +83.5% |
| All | +170.4% | -14.2% | +184.6% | +172.7% |
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 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