-25.9%
SPOT vs NXT
+26.5%
-52.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | -0.4% |
| 7D | -6.9% | -2.6% | -4.3% | -7.1% |
| 30D | +4.1% | -22.4% | +26.6% | +2.0% |
| 3M | +3.7% | -27.3% | +31.0% | +1.3% |
| 6M | -1.6% | -28.5% | +26.9% | -3.8% |
| YTD | -10.2% | -6.6% | -3.5% | -12.0% |
| 1Y | -25.9% | +20.4% | -46.3% | -36.9% |
| All | -25.9% | +26.5% | -52.4% | -36.9% |
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