+144.9%
TE vs NXT
+26.5%
+118.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.5% | -5.8% |
| 7D | +0.9% | -2.6% | +3.5% | +3.0% |
| 30D | -16.3% | -22.4% | +6.2% | +1.0% |
| 3M | -40.8% | -27.3% | -13.4% | -23.5% |
| 6M | -42.6% | -28.5% | -14.1% | -30.7% |
| YTD | -31.4% | -6.6% | -24.8% | -38.1% |
| 1Y | +144.9% | +20.4% | +124.6% | +36.7% |
| All | +144.9% | +26.5% | +118.5% | +36.7% |
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