+1,039.1%
BE vs NXT
+171.8%
+867.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.6% | +0.7% | -1.0% |
| 7D | +23.9% | -0.2% | +24.2% | +24.2% |
| 30D | +27.8% | -20.0% | +47.8% | +43.8% |
| 3M | +3.7% | -30.9% | +34.7% | +28.1% |
| 6M | +78.0% | -23.8% | +101.8% | +105.8% |
| YTD | +209.9% | -5.4% | +215.4% | +224.2% |
| 1Y | +389.6% | +28.0% | +361.6% | +368.0% |
| 3Y | +1,730.6% | +93.3% | +1,637.3% | +1,252.9% |
| All | +1,039.1% | +171.8% | +867.3% | +590.8% |
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