+208.7%
NXT vs SPY
+78.0%
+130.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -3.3% |
| 7D | +15.1% | +0.1% | +15.0% | +15.3% |
| 30D | +21.8% | -3.3% | +25.1% | +28.2% |
| 3M | +1.6% | -2.4% | +4.0% | +5.9% |
| 6M | -16.7% | +2.6% | -19.3% | -17.5% |
| YTD | +20.4% | +11.2% | +9.2% | +9.1% |
| 1Y | +0.2% | +13.4% | -13.1% | -10.6% |
| 3Y | +208.7% | +79.9% | +128.8% | -2.1% |
| All | +208.7% | +78.0% | +130.7% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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