+28.0%
NXT vs WCC
+66.8%
-38.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.3% | -2.8% |
| 7D | -0.2% | +6.8% | -7.0% | -4.3% |
| 30D | -20.0% | -3.0% | -16.9% | -18.5% |
| 3M | -30.9% | +0.2% | -31.1% | -31.2% |
| 6M | -23.8% | +33.2% | -57.0% | -35.8% |
| YTD | -5.4% | +45.8% | -51.3% | -22.8% |
| 1Y | +28.0% | +68.4% | -40.3% | +4.0% |
| All | +28.0% | +66.8% | -38.8% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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