+348.9%
SPOT vs NXT
+178.8%
+170.1%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.2% | -4.4% | -3.2% |
| 7D | -0.9% | -1.1% | +0.2% | -0.9% |
| 30D | +12.5% | -15.3% | +27.8% | +12.8% |
| 3M | +9.9% | -43.8% | +53.7% | +11.2% |
| 6M | +1.6% | -18.7% | +20.2% | +1.0% |
| YTD | -6.6% | -3.0% | -3.6% | -8.4% |
| 1Y | -22.9% | +22.7% | -45.7% | -26.0% |
| 3Y | +244.3% | +95.9% | +148.3% | +210.4% |
| All | +348.9% | +178.8% | +170.1% | +284.4% |
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