+28.0%
NXT vs BN
-12.4%
+40.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.9% | -1.7% | -2.4% |
| 7D | -0.2% | -3.0% | +2.8% | +1.6% |
| 30D | -20.0% | -13.0% | -7.0% | -12.8% |
| 3M | -30.9% | -15.2% | -15.7% | -23.5% |
| 6M | -23.8% | -5.9% | -17.9% | -21.3% |
| YTD | -5.4% | -15.8% | +10.3% | +2.3% |
| 1Y | +28.0% | -12.2% | +40.2% | +35.1% |
| All | +28.0% | -12.4% | +40.4% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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