+78.0%
V vs NXT
+175.5%
-97.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +1.3% |
| 7D | +0.9% | -9.4% | +10.3% | +1.0% |
| 30D | +9.0% | +15.1% | -6.1% | +8.9% |
| 3M | +16.7% | -9.1% | +25.8% | +16.7% |
| 6M | +33.4% | -30.3% | +63.7% | +33.6% |
| YTD | +22.4% | +9.1% | +13.3% | +21.4% |
| 1Y | +27.7% | +7.9% | +19.8% | +26.7% |
| 3Y | +78.0% | +176.5% | -98.5% | +70.4% |
| All | +78.0% | +175.5% | -97.6% | +70.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling