+50.0%
BMY vs NXT
+26.2%
+23.8%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.2% | -3.1% | -1.8% |
| 7D | +0.4% | -1.1% | +1.5% | +0.3% |
| 30D | +5.0% | -15.3% | +20.4% | +4.7% |
| 3M | +19.4% | -43.8% | +63.2% | +18.6% |
| 6M | +9.5% | -18.7% | +28.2% | +9.7% |
| YTD | +28.1% | -3.0% | +31.1% | +29.5% |
| 1Y | +50.0% | +22.7% | +27.3% | +57.4% |
| All | +50.0% | +26.2% | +23.8% | +57.4% |
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 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