+92.7%
NXT vs NWSA
+44.1%
+48.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -3.5% |
| 7D | -0.2% | -3.1% | +2.9% | +0.4% |
| 30D | -20.0% | +4.3% | -24.2% | -20.7% |
| 3M | -30.9% | +9.2% | -40.2% | -32.5% |
| 6M | -23.8% | +21.6% | -45.4% | -29.1% |
| YTD | -5.4% | +14.2% | -19.7% | -9.8% |
| 1Y | +28.0% | +1.8% | +26.3% | +29.6% |
| All | +92.7% | +44.1% | +48.6% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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