+52.2%
TEM vs NXT
+38.7%
+13.6%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.6% | -1.1% | -3.9% |
| 7D | -1.1% | -0.2% | -0.8% | -1.0% |
| 30D | +11.3% | -20.0% | +31.3% | +17.1% |
| 3M | +25.5% | -30.9% | +56.5% | +35.3% |
| 6M | +17.1% | -23.8% | +40.9% | +20.8% |
| YTD | +3.8% | -5.4% | +9.2% | 0.0% |
| 1Y | -24.4% | +28.0% | -52.4% | -32.9% |
| All | +52.2% | +38.7% | +13.6% | +50.4% |
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