-9.5%
TEAM vs NXT
+246.1%
-255.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -17.2% | +15.1% | -32.3% | -18.5% |
| 30D | -25.1% | +21.8% | -46.9% | -26.8% |
| 3M | +3.9% | +1.6% | +2.3% | +3.3% |
| 6M | +69.1% | -16.7% | +85.8% | +70.4% |
| YTD | -4.5% | +20.4% | -24.9% | -10.4% |
| 1Y | -1.9% | +0.2% | -2.1% | -5.5% |
| 3Y | -9.3% | +208.7% | -218.0% | -35.2% |
| All | -9.5% | +246.1% | -255.6% | -41.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling