-4.6%
BA vs NXT
+98.3%
-102.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.7% |
| 7D | +1.2% | -1.1% | +2.3% | +1.3% |
| 30D | -11.6% | -15.3% | +3.7% | -10.1% |
| 3M | -2.4% | -43.8% | +41.4% | +3.3% |
| 6M | -6.6% | -18.7% | +12.0% | -5.4% |
| YTD | -2.2% | -3.0% | +0.8% | -3.0% |
| 1Y | -8.0% | +22.7% | -30.7% | -11.4% |
| All | -4.6% | +98.3% | -102.9% | -16.7% |
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