+25.1%
BX vs NXT
+89.5%
-64.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.6% | -0.1% | -3.2% |
| 7D | -5.7% | -0.2% | -5.4% | -5.6% |
| 30D | -8.9% | -20.0% | +11.1% | -6.4% |
| 3M | +8.4% | -30.9% | +39.3% | +12.8% |
| 6M | +18.9% | -23.8% | +42.8% | +21.0% |
| YTD | -13.6% | -5.4% | -8.2% | -14.9% |
| 1Y | -22.4% | +28.0% | -50.5% | -27.0% |
| All | +25.1% | +89.5% | -64.4% | +4.1% |
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 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