+1,072.7%
BE vs NXT
+181.9%
+890.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.1% | +8.5% | +9.0% |
| 7D | +29.8% | +2.9% | +26.9% | +28.0% |
| 30D | +26.4% | -17.2% | +43.6% | +39.7% |
| 3M | +9.3% | -32.0% | +41.3% | +35.5% |
| 6M | +105.1% | -15.8% | +120.8% | +126.1% |
| YTD | +219.0% | -1.9% | +221.0% | +227.4% |
| 1Y | +418.8% | +22.5% | +396.3% | +400.2% |
| 3Y | +1,784.6% | +100.5% | +1,684.0% | +1,266.0% |
| All | +1,072.7% | +181.9% | +890.8% | +597.5% |
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 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