+1,291.4%
STX vs NXT
+171.8%
+1,119.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.6% | +1.6% | -1.1% |
| 7D | +9.6% | -0.2% | +9.8% | +9.7% |
| 30D | +10.6% | -20.0% | +30.6% | +17.2% |
| 3M | +4.8% | -30.9% | +35.7% | +15.2% |
| 6M | +137.3% | -23.8% | +161.1% | +152.6% |
| YTD | +222.5% | -5.4% | +227.9% | +230.4% |
| 1Y | +366.2% | +28.0% | +338.2% | +359.0% |
| 3Y | +1,352.9% | +93.3% | +1,259.6% | +1,211.8% |
| All | +1,291.4% | +171.8% | +1,119.6% | +1,089.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling