-8.4%
TEAM vs NXT
+95.6%
-103.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.2% | -3.8% | -2.7% |
| 7D | -0.4% | -1.1% | +0.7% | -0.4% |
| 30D | +67.3% | -15.3% | +82.6% | +69.6% |
| 3M | +86.8% | -43.8% | +130.6% | +95.2% |
| 6M | +146.8% | -18.7% | +165.5% | +146.5% |
| YTD | +16.9% | -3.0% | +19.9% | +13.1% |
| 1Y | +12.8% | +22.7% | -9.9% | +4.3% |
| All | -8.4% | +95.6% | -103.9% | -28.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling