-10.9%
TEAM vs NXT
+231.9%
-242.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.5% |
| 7D | -19.7% | -5.7% | -14.0% | -19.3% |
| 30D | -26.6% | +18.5% | -45.2% | -28.1% |
| 3M | -1.1% | -4.1% | +3.0% | -1.1% |
| 6M | +74.6% | -20.3% | +94.9% | +76.7% |
| YTD | -6.0% | +15.5% | -21.5% | -11.5% |
| 1Y | -3.2% | -5.0% | +1.7% | -6.2% |
| 3Y | -13.5% | +191.6% | -205.2% | -37.7% |
| All | -10.9% | +231.9% | -242.8% | -41.8% |
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