-7.1%
NXT vs STLA
-59.1%
+52.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.6% | -1.2% | -4.0% |
| 7D | +4.0% | -4.9% | +8.9% | +5.4% |
| 30D | +15.9% | -4.9% | +20.8% | +17.3% |
| 3M | -3.0% | -23.7% | +20.7% | +2.2% |
| 6M | -20.7% | -45.0% | +24.2% | -12.5% |
| YTD | +14.6% | -60.9% | +75.5% | +25.2% |
| 1Y | -7.1% | -58.9% | +51.8% | -2.7% |
| All | -7.1% | -59.1% | +52.0% | -2.7% |
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