+38.1%
NRIX price history and return analytics
+130.3%
-92.2%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.6% |
| 7D | +1.7% | -0.1% | +1.8% | +1.9% |
| 30D | +1.5% | -0.7% | +2.1% | +2.6% |
| 3M | +67.9% | +4.0% | +63.9% | +57.4% |
| 6M | +69.4% | +12.3% | +57.1% | +39.6% |
| YTD | +38.4% | +14.0% | +24.4% | +11.3% |
| 1Y | +185.4% | +20.3% | +165.1% | +110.0% |
| 3Y | +177.9% | +75.4% | +102.4% | +12.9% |
| 5Y | -28.4% | +66.0% | -94.4% | -66.9% |
| All | +38.1% | +130.3% | -92.2% | -52.8% |
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