+487.7%
NXTG vs SPY
+639.6%
-151.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.8% |
| 7D | +3.4% | +2.6% | +0.8% | +1.0% |
| 30D | -5.2% | -2.0% | -3.2% | -3.3% |
| 3M | -8.2% | -2.8% | -5.4% | -5.6% |
| 6M | -1.6% | +2.1% | -3.7% | -2.9% |
| YTD | +33.3% | +11.5% | +21.8% | +21.8% |
| 1Y | +35.7% | +13.5% | +22.3% | +22.2% |
| 3Y | +116.4% | +77.7% | +38.7% | +29.7% |
| 5Y | +93.9% | +72.6% | +21.3% | +18.7% |
| 10Y | +323.9% | +308.2% | +15.7% | +17.2% |
| All | +487.7% | +639.6% | -151.9% | -12.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling