+180.5%
NXT vs TRI
-8.6%
+189.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.5% | +7.6% | +0.3% |
| 7D | +2.9% | -7.1% | +10.0% | +2.0% |
| 30D | -17.2% | -2.3% | -14.9% | -17.4% |
| 3M | -32.0% | +19.6% | -51.6% | -29.7% |
| 6M | -15.8% | -8.7% | -7.0% | -11.5% |
| YTD | -1.9% | -22.3% | +20.4% | +6.8% |
| 1Y | +22.5% | -40.7% | +63.2% | +42.3% |
| 3Y | +100.5% | -17.8% | +118.3% | +107.5% |
| All | +180.5% | -8.6% | +189.1% | +168.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 all: compounded portfolio wealth divided by compounded TRI 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…
all analysis · Full analysis span regression · 6 months rolling