+189.4%
NXT vs WCC
+135.5%
+53.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.1% | -4.9% | -4.9% |
| 7D | +4.0% | -9.9% | +13.9% | +8.1% |
| 30D | +15.9% | -13.4% | +29.3% | +22.5% |
| 3M | -3.0% | -13.5% | +10.5% | +2.3% |
| 6M | -20.7% | -10.6% | -10.1% | -17.7% |
| YTD | +14.6% | +30.1% | -15.5% | +0.1% |
| 1Y | -7.1% | +22.3% | -29.4% | -16.6% |
| 3Y | +189.4% | +130.3% | +59.1% | +46.8% |
| All | +189.4% | +135.5% | +53.9% | +46.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling