+144.3%
PAAS vs NXT
+208.8%
-64.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.9% | +2.8% | -2.9% |
| 7D | -7.0% | -6.0% | -1.0% | -6.0% |
| 30D | -15.3% | +5.4% | -20.7% | -16.1% |
| 3M | -27.7% | -9.7% | -18.0% | -26.9% |
| 6M | -40.5% | -25.3% | -15.1% | -38.2% |
| YTD | -26.5% | +7.5% | -34.0% | -27.3% |
| 1Y | -0.8% | -3.0% | +2.2% | -0.8% |
| 3Y | +196.9% | +171.4% | +25.6% | +162.2% |
| All | +144.3% | +208.8% | -64.5% | +128.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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