-14.3%
NEXA price history and return analytics
+160.3%
-174.6%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -1.8% |
| 7D | -1.9% | +2.4% | -4.3% | -4.8% |
| 30D | -11.6% | -1.5% | -10.1% | -9.5% |
| 3M | -22.0% | -4.1% | -17.9% | -16.9% |
| 6M | -23.5% | +0.6% | -24.1% | -22.6% |
| YTD | +27.6% | +11.0% | +16.6% | +16.0% |
| 1Y | +77.9% | +13.3% | +64.5% | +57.8% |
| 3Y | +104.5% | +73.4% | +31.1% | +2.8% |
| 5Y | +32.3% | +57.4% | -25.1% | -23.6% |
| All | -14.3% | +160.3% | -174.6% | -75.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling