+212.0%
NXT vs BB
+100.5%
+111.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +2.1% |
| 7D | -9.4% | +1.8% | -11.2% | -9.8% |
| 30D | +15.1% | +8.1% | +7.0% | +12.7% |
| 3M | -9.1% | -1.0% | -8.1% | -9.5% |
| 6M | -30.3% | +45.9% | -76.2% | -36.9% |
| YTD | +9.1% | +134.8% | -125.7% | -12.3% |
| 1Y | +7.9% | +104.6% | -96.7% | -10.7% |
| 3Y | +176.5% | +152.8% | +23.7% | +103.7% |
| All | +212.0% | +100.5% | +111.5% | +132.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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