+170.4%
NXT vs SPG
+98.3%
+72.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.4% | -1.2% | -2.7% |
| 7D | -0.2% | -1.7% | +1.4% | +0.4% |
| 30D | -20.0% | -6.3% | -13.7% | -17.9% |
| 3M | -30.9% | -2.4% | -28.5% | -30.9% |
| 6M | -23.8% | +9.6% | -33.5% | -28.0% |
| YTD | -5.4% | +14.2% | -19.6% | -12.6% |
| 1Y | +28.0% | +19.3% | +8.7% | +15.6% |
| 3Y | +93.3% | +106.7% | -13.4% | +22.0% |
| All | +170.4% | +98.3% | +72.2% | +76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SPG 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling