+212.0%
NXT vs RVTY
+10.2%
+201.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +2.0% |
| 7D | -9.4% | -0.5% | -8.9% | -9.3% |
| 30D | +15.1% | +1.5% | +13.6% | +14.3% |
| 3M | -9.1% | +31.5% | -40.6% | -17.4% |
| 6M | -30.3% | +62.7% | -93.0% | -41.4% |
| YTD | +9.1% | +60.0% | -50.9% | -9.3% |
| 1Y | +7.9% | +65.7% | -57.8% | -11.4% |
| 3Y | +176.5% | +85.2% | +91.3% | +112.7% |
| All | +212.0% | +10.2% | +201.7% | +181.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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