-10.6%
BA vs NXT
+10.5%
-21.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +11.1% | -9.0% | +0.8% |
| 7D | +5.9% | +30.0% | -24.1% | +2.3% |
| 30D | -8.2% | +28.6% | -36.8% | -11.3% |
| 3M | -25.4% | +8.4% | -33.8% | -26.3% |
| 6M | -20.0% | -8.7% | -11.3% | -20.0% |
| YTD | -18.5% | +22.5% | -41.0% | -21.4% |
| 1Y | -10.6% | +6.9% | -17.5% | -13.2% |
| All | -10.6% | +10.5% | -21.1% | -13.2% |
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