+250.5%
TER vs NXT
+181.9%
+68.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.1% | +3.9% |
| 7D | +11.0% | +2.9% | +8.1% | +10.0% |
| 30D | -1.9% | -17.2% | +15.4% | +3.7% |
| 3M | -0.7% | -32.0% | +31.3% | +11.1% |
| 6M | +36.4% | -15.8% | +52.1% | +44.5% |
| YTD | +92.4% | -1.9% | +94.4% | +97.6% |
| 1Y | +213.5% | +22.5% | +191.0% | +210.4% |
| 3Y | +277.2% | +100.5% | +176.7% | +225.2% |
| All | +250.5% | +181.9% | +68.5% | +190.8% |
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