+100.5%
NXT vs BB
+68.2%
+32.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.1% | +0.6% |
| 7D | +2.9% | +0.5% | +2.4% | +2.7% |
| 30D | -17.2% | -12.4% | -4.9% | -14.8% |
| 3M | -32.0% | -15.3% | -16.7% | -30.2% |
| 6M | -15.8% | +128.8% | -144.5% | -31.6% |
| YTD | -1.9% | +107.7% | -109.6% | -18.5% |
| 1Y | +22.5% | +103.9% | -81.4% | +2.2% |
| 3Y | +100.5% | +72.6% | +28.0% | +56.8% |
| All | +100.5% | +68.2% | +32.4% | +56.8% |
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