+23.2%
BBY vs NXT
+168.4%
-145.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.2% |
| 7D | +0.7% | -2.6% | +3.3% | +1.0% |
| 30D | +5.8% | -22.4% | +28.2% | +8.7% |
| 3M | +18.0% | -27.3% | +45.3% | +21.7% |
| 6M | +39.8% | -28.5% | +68.3% | +42.5% |
| YTD | +35.4% | -6.6% | +42.0% | +31.8% |
| 1Y | +21.4% | +20.4% | +1.0% | +13.3% |
| 3Y | +39.5% | +90.9% | -51.4% | +16.2% |
| All | +23.2% | +168.4% | -145.2% | -0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling