+114.2%
NXTG vs SPY
+81.0%
+33.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | +0.2% |
| 7D | +1.3% | -0.4% | +1.6% | +1.6% |
| 30D | +1.9% | -1.4% | +3.3% | +3.2% |
| 3M | +1.2% | +3.7% | -2.5% | -2.0% |
| 6M | +33.9% | +13.0% | +20.9% | +20.6% |
| YTD | +43.9% | +12.4% | +31.5% | +30.3% |
| 1Y | +54.8% | +18.5% | +36.3% | +34.1% |
| 3Y | +133.1% | +77.6% | +55.5% | +41.4% |
| 5Y | +114.2% | +81.7% | +32.6% | +27.0% |
| All | +114.2% | +81.0% | +33.2% | +27.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling