+182.4%
NXT vs SN
+397.9%
-215.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.7% | +2.7% | +4.7% |
| 7D | +32.2% | +7.2% | +25.1% | +30.4% |
| 30D | +21.9% | +20.4% | +1.5% | +17.0% |
| 3M | +6.6% | +23.9% | -17.3% | +1.4% |
| 6M | -16.8% | +93.0% | -109.8% | -28.5% |
| YTD | +20.4% | +99.2% | -78.8% | +2.5% |
| 1Y | -1.5% | +142.6% | -144.1% | -19.2% |
| 3Y | +182.4% | +398.8% | -216.4% | +43.5% |
| All | +182.4% | +397.9% | -215.5% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 3y: compounded portfolio wealth divided by compounded SN 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…
3y analysis · Full analysis span regression · 6 months rolling