+310.6%
BE vs NXT
+26.5%
+284.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -3.0% |
| 7D | +9.7% | -2.6% | +12.3% | +12.3% |
| 30D | +22.4% | -22.4% | +44.8% | +50.4% |
| 3M | +10.4% | -27.3% | +37.7% | +45.9% |
| 6M | +67.9% | -28.5% | +96.3% | +110.9% |
| YTD | +197.5% | -6.6% | +204.1% | +178.1% |
| 1Y | +310.6% | +20.4% | +290.2% | +340.0% |
| All | +310.6% | +26.5% | +284.1% | +340.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling