+84.6%
TGT vs NXT
+26.2%
+58.3%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.2% |
| 7D | +0.8% | -1.1% | +1.9% | +0.8% |
| 30D | +12.2% | -15.3% | +27.5% | +12.6% |
| 3M | +33.8% | -43.8% | +77.6% | +36.3% |
| 6M | +39.3% | -18.7% | +58.0% | +38.3% |
| YTD | +72.9% | -3.0% | +75.9% | +69.0% |
| 1Y | +84.6% | +22.7% | +61.8% | +79.2% |
| All | +84.6% | +26.2% | +58.3% | +79.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling