+27.0%
BBY vs NXT
+173.5%
-146.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.9% | +1.2% | +2.9% |
| 7D | +0.6% | -1.9% | +2.5% | +0.8% |
| 30D | +9.4% | -20.0% | +29.4% | +12.1% |
| 3M | +19.3% | -30.7% | +50.1% | +23.8% |
| 6M | +47.9% | -29.0% | +76.9% | +51.0% |
| YTD | +39.6% | -4.8% | +44.4% | +35.6% |
| 1Y | +22.2% | +22.8% | -0.6% | +13.8% |
| 3Y | +45.0% | +93.9% | -49.0% | +20.5% |
| All | +27.0% | +173.5% | -146.5% | +2.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling