+172.1%
NXT vs SPXU
-83.6%
+255.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.4% | +4.3% | +0.8% |
| 7D | -1.9% | +2.5% | -4.4% | -0.7% |
| 30D | -20.0% | +4.2% | -24.2% | -18.2% |
| 3M | -30.7% | -9.3% | -21.5% | -32.5% |
| 6M | -29.0% | -30.7% | +1.7% | -36.5% |
| YTD | -4.8% | -28.1% | +23.3% | -12.8% |
| 1Y | +22.8% | -35.2% | +58.0% | +10.0% |
| 3Y | +93.9% | -79.9% | +173.9% | +13.4% |
| All | +172.1% | -83.6% | +255.8% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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