+170.4%
NXT vs XME
+116.1%
+54.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.2% |
| 7D | -0.2% | -0.2% | 0.0% | -0.1% |
| 30D | -20.0% | +1.4% | -21.4% | -20.9% |
| 3M | -30.9% | +2.7% | -33.7% | -32.2% |
| 6M | -23.8% | +6.5% | -30.3% | -26.9% |
| YTD | -5.4% | +15.2% | -20.6% | -14.4% |
| 1Y | +28.0% | +43.5% | -15.5% | -0.5% |
| 3Y | +93.3% | +135.9% | -42.6% | +1.8% |
| All | +170.4% | +116.1% | +54.3% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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