+109.0%
NEXA price history and return analytics
+74.5%
+34.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -4.0% | -3.8% |
| 7D | +1.1% | +2.9% | -1.8% | -2.4% |
| 30D | -12.8% | -2.5% | -10.3% | -9.7% |
| 3M | -21.6% | -3.3% | -18.2% | -17.6% |
| 6M | -16.4% | +1.5% | -18.0% | -16.1% |
| YTD | +30.5% | +11.4% | +19.1% | +21.8% |
| 1Y | +87.8% | +11.9% | +75.9% | +74.9% |
| All | +109.0% | +74.5% | +34.5% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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