-2.4%
NXT vs STLA
-57.6%
+55.2%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | +15.1% | -6.4% | +21.5% | +16.8% |
| 30D | +21.8% | -1.3% | +23.1% | +22.1% |
| 3M | +1.6% | -19.9% | +21.5% | +5.9% |
| 6M | -16.7% | -42.9% | +26.2% | -8.9% |
| YTD | +20.4% | -59.4% | +79.8% | +30.4% |
| All | -2.4% | -57.6% | +55.2% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 1y: compounded portfolio wealth divided by compounded STLA 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…
1y analysis · Full analysis span regression · 6 months rolling