+86.2%
SU vs NXT
+10.5%
+75.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +11.1% | -15.6% | -4.1% |
| 7D | -7.1% | +30.0% | -37.1% | -6.2% |
| 30D | +4.8% | +28.6% | -23.8% | +5.7% |
| 3M | +12.5% | +8.4% | +4.1% | +13.5% |
| 6M | +6.5% | -8.7% | +15.2% | +7.7% |
| YTD | +65.8% | +22.5% | +43.3% | +62.5% |
| 1Y | +86.2% | +6.9% | +79.2% | +85.5% |
| All | +86.2% | +10.5% | +75.7% | +85.5% |
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