+28.0%
NXT vs BB
+100.8%
-72.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -3.3% |
| 7D | -0.2% | +1.8% | -2.1% | -0.6% |
| 30D | -20.0% | -12.2% | -7.7% | -17.6% |
| 3M | -30.9% | -12.3% | -18.6% | -29.3% |
| 6M | -23.8% | +122.7% | -146.5% | -35.9% |
| YTD | -5.4% | +104.5% | -109.9% | -17.5% |
| 1Y | +28.0% | +106.7% | -78.6% | +17.0% |
| All | +28.0% | +100.8% | -72.7% | +17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling