-0.3%
SPOT vs NXT
+10.5%
-10.8%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +11.1% | -6.5% | +5.8% |
| 7D | +16.6% | +30.0% | -13.4% | +20.3% |
| 30D | +29.9% | +28.6% | +1.3% | +34.2% |
| 3M | +31.3% | +8.4% | +22.9% | +33.4% |
| 6M | +43.2% | -8.7% | +52.0% | +44.0% |
| YTD | +8.1% | +22.5% | -14.4% | +11.6% |
| 1Y | -0.3% | +6.9% | -7.2% | +2.7% |
| All | -0.3% | +10.5% | -10.8% | +2.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling