+212.0%
NXT vs BTI
+122.2%
+89.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +1.4% |
| 7D | -9.4% | +1.6% | -11.1% | -9.6% |
| 30D | +15.1% | +9.2% | +5.9% | +13.8% |
| 3M | -9.1% | +9.6% | -18.7% | -10.2% |
| 6M | -30.3% | -2.4% | -27.9% | -29.7% |
| YTD | +9.1% | +14.2% | -5.1% | +5.5% |
| 1Y | +7.9% | +20.3% | -12.4% | +3.3% |
| 3Y | +176.5% | +147.4% | +29.1% | +100.5% |
| All | +212.0% | +122.2% | +89.8% | +122.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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