+208.7%
NXT vs BB
+145.9%
+62.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.5% | -5.5% | -1.3% |
| 7D | +15.1% | +15.0% | +0.1% | +11.6% |
| 30D | +21.8% | +3.5% | +18.3% | +20.5% |
| 3M | +1.6% | +2.7% | -1.1% | +0.2% |
| 6M | -16.7% | +44.7% | -61.4% | -24.3% |
| YTD | +20.4% | +143.3% | -122.9% | -3.7% |
| 1Y | +0.2% | +102.2% | -101.9% | -16.3% |
| 3Y | +208.7% | +156.1% | +52.6% | +108.1% |
| All | +208.7% | +145.9% | +62.8% | +108.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling