+6.9%
NXT vs ROIV
+97.8%
-90.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +6.1% | +5.0% | +9.4% |
| 7D | +30.0% | +3.0% | +27.0% | +28.8% |
| 30D | +28.6% | +6.8% | +21.8% | +26.0% |
| 3M | +8.4% | +10.5% | -2.1% | +4.4% |
| 6M | -8.7% | +34.8% | -43.6% | -16.3% |
| YTD | +22.5% | +76.2% | -53.7% | +2.4% |
| 1Y | +6.9% | +92.4% | -85.5% | -17.5% |
| All | +6.9% | +97.8% | -90.9% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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