+257.9%
SPOT vs NXT
+175.5%
+82.4%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.5% | +0.8% | +2.4% |
| 7D | +1.6% | -9.4% | +11.0% | +1.6% |
| 30D | +16.9% | +15.1% | +1.8% | +17.1% |
| 3M | +23.0% | -9.1% | +32.1% | +23.3% |
| 6M | +42.2% | -30.3% | +72.5% | +42.8% |
| YTD | +5.5% | +9.1% | -3.6% | +3.7% |
| 1Y | -5.1% | +7.9% | -12.9% | -6.7% |
| 3Y | +257.9% | +176.5% | +81.4% | +225.2% |
| All | +257.9% | +175.5% | +82.4% | +225.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling