+3.9%
TEAM vs NXT
+171.8%
-167.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.6% | +4.4% | +1.1% |
| 7D | -4.7% | -0.2% | -4.4% | -4.7% |
| 30D | +17.0% | -20.0% | +37.0% | +19.7% |
| 3M | +85.9% | -30.9% | +116.8% | +91.9% |
| 6M | +116.7% | -23.8% | +140.5% | +118.3% |
| YTD | +9.6% | -5.4% | +15.1% | +5.8% |
| 1Y | -2.5% | +28.0% | -30.6% | -11.6% |
| 3Y | -14.0% | +93.3% | -107.3% | -32.7% |
| All | +3.9% | +171.8% | -167.9% | -30.5% |
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 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