+3.1%
TEAM vs NXT
+181.9%
-178.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.1% | -8.1% | -7.1% |
| 7D | -5.7% | +2.9% | -8.5% | -6.0% |
| 30D | +18.3% | -17.2% | +35.6% | +20.6% |
| 3M | +80.2% | -32.0% | +112.2% | +86.5% |
| 6M | +111.0% | -15.8% | +126.7% | +109.8% |
| YTD | +8.8% | -1.9% | +10.7% | +4.6% |
| 1Y | +2.2% | +22.5% | -20.3% | -6.5% |
| 3Y | -14.6% | +100.5% | -115.1% | -33.5% |
| All | +3.1% | +181.9% | -178.8% | -31.2% |
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