+345.7%
NXTG vs SPY
+318.9%
+26.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.6% |
| 7D | -0.4% | -2.0% | +1.6% | +1.4% |
| 30D | +0.3% | -1.7% | +2.0% | +1.9% |
| 3M | +3.1% | +4.7% | -1.6% | -0.9% |
| 6M | +32.3% | +12.5% | +19.8% | +19.9% |
| YTD | +42.3% | +11.7% | +30.5% | +29.7% |
| 1Y | +51.4% | +17.5% | +33.9% | +32.2% |
| 3Y | +130.5% | +76.6% | +53.9% | +40.3% |
| 5Y | +112.3% | +82.0% | +30.3% | +25.3% |
| All | +345.7% | +318.9% | +26.8% | +39.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling