+47.8%
BX vs NXT
+213.5%
-165.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | -0.1% | +1.2% |
| 7D | +0.6% | -9.4% | +10.0% | +1.9% |
| 30D | +14.2% | +15.1% | -0.9% | +11.9% |
| 3M | -18.7% | -9.1% | -9.6% | -18.1% |
| 6M | +2.5% | -30.3% | +32.8% | +6.1% |
| YTD | -18.8% | +9.1% | -27.9% | -21.9% |
| 1Y | -10.3% | +7.9% | -18.2% | -13.7% |
| 3Y | +35.4% | +176.5% | -141.1% | +5.9% |
| All | +47.8% | +213.5% | -165.7% | +8.1% |
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