-10.1%
BA vs NXT
+181.6%
-191.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.3% | -4.8% | 0.0% |
| 7D | +1.1% | +32.2% | -31.2% | -2.0% |
| 30D | -7.9% | +21.9% | -29.8% | -10.1% |
| 3M | -25.3% | +6.6% | -31.9% | -26.1% |
| 6M | -24.6% | -16.8% | -7.8% | -24.0% |
| YTD | -20.1% | +20.4% | -40.6% | -22.7% |
| 1Y | -11.8% | -1.5% | -10.2% | -13.2% |
| 3Y | -10.1% | +182.4% | -192.5% | -21.6% |
| All | -10.1% | +181.6% | -191.8% | -21.6% |
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