+212.0%
NXT vs SPXU
-83.1%
+295.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.3% | +2.1% |
| 7D | -9.4% | -7.6% | -1.8% | -12.6% |
| 30D | +15.1% | +5.3% | +9.8% | +19.6% |
| 3M | -9.1% | +9.6% | -18.7% | -2.9% |
| 6M | -30.3% | -4.5% | -25.8% | -28.3% |
| YTD | +9.1% | -25.9% | +35.0% | +3.4% |
| 1Y | +7.9% | -28.9% | +36.7% | +1.3% |
| 3Y | +176.5% | -80.5% | +257.0% | +61.6% |
| All | +212.0% | -83.1% | +295.1% | +77.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling