+100.5%
NXT vs SPXU
-80.6%
+181.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +1.9% |
| 7D | +2.9% | -1.5% | +4.3% | +2.2% |
| 30D | -17.2% | +3.7% | -21.0% | -15.6% |
| 3M | -32.0% | -9.6% | -22.4% | -33.7% |
| 6M | -15.8% | -32.4% | +16.6% | -25.4% |
| YTD | -1.9% | -28.7% | +26.8% | -10.5% |
| 1Y | +22.5% | -38.2% | +60.7% | +7.9% |
| 3Y | +100.5% | -80.4% | +181.0% | +5.3% |
| All | +100.5% | -80.6% | +181.1% | +5.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling