-11.8%
BA vs NXT
+195.6%
-207.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.8% | +5.4% | +1.1% |
| 7D | 0.0% | +4.0% | -3.9% | -0.5% |
| 30D | -8.9% | +15.9% | -24.8% | -10.6% |
| 3M | -25.5% | -3.0% | -22.5% | -25.6% |
| 6M | -27.0% | -20.7% | -6.2% | -26.0% |
| YTD | -20.1% | +14.6% | -34.7% | -22.4% |
| 1Y | -11.0% | -7.1% | -3.9% | -12.0% |
| 3Y | -11.8% | +189.4% | -201.3% | -23.6% |
| All | -11.8% | +195.6% | -207.4% | -23.6% |
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