+289.9%
BNY vs NXT
+90.7%
+199.1%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.8% | -0.1% |
| 7D | -1.3% | -1.9% | +0.6% | -1.2% |
| 30D | -0.2% | -20.0% | +19.9% | +1.1% |
| 3M | +14.9% | -30.7% | +45.7% | +17.1% |
| 6M | +40.0% | -29.0% | +69.0% | +41.7% |
| YTD | +42.0% | -4.8% | +46.8% | +41.0% |
| 1Y | +56.9% | +22.8% | +34.1% | +53.3% |
| 3Y | +289.9% | +93.9% | +195.9% | +257.2% |
| All | +289.9% | +90.7% | +199.1% | +257.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling