+4.3%
BMY vs NXT
+173.5%
-169.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.2% |
| 7D | -4.8% | -1.9% | -2.9% | -4.7% |
| 30D | -0.1% | -20.0% | +20.0% | +0.3% |
| 3M | +13.1% | -30.7% | +43.8% | +13.8% |
| 6M | +8.4% | -29.0% | +37.4% | +8.8% |
| YTD | +22.0% | -4.8% | +26.8% | +21.2% |
| 1Y | +40.3% | +22.8% | +17.5% | +37.8% |
| 3Y | +20.5% | +93.9% | -73.4% | +13.4% |
| All | +4.3% | +173.5% | -169.2% | -3.1% |
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