+176.5%
NXT vs IWD
+85.1%
+91.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.2% |
| 7D | -9.4% | +2.3% | -11.7% | -12.5% |
| 30D | +15.1% | +3.6% | +11.5% | +9.4% |
| 3M | -9.1% | +2.2% | -11.3% | -11.6% |
| 6M | -30.3% | +13.0% | -43.3% | -41.4% |
| YTD | +9.1% | +26.5% | -17.4% | -20.9% |
| 1Y | +7.9% | +30.1% | -22.3% | -24.4% |
| 3Y | +176.5% | +84.9% | +91.6% | -21.5% |
| All | +176.5% | +85.1% | +91.3% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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