+52.8%
BX vs NXT
+168.4%
-115.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.6% | -2.7% |
| 7D | -8.9% | -2.6% | -6.3% | -8.6% |
| 30D | -14.8% | -22.4% | +7.6% | -11.9% |
| 3M | +6.9% | -27.3% | +34.3% | +11.0% |
| 6M | +16.3% | -28.5% | +44.8% | +19.6% |
| YTD | -16.1% | -6.6% | -9.5% | -17.3% |
| 1Y | -26.8% | +20.4% | -47.1% | -31.0% |
| 3Y | +22.4% | +90.9% | -68.5% | +2.2% |
| All | +52.8% | +168.4% | -115.6% | +14.4% |
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 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