+100.5%
NXT vs WCC
+137.6%
-37.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.5% | -1.4% | -0.1% |
| 7D | +2.9% | +8.5% | -5.6% | -1.3% |
| 30D | -17.2% | -1.0% | -16.3% | -16.9% |
| 3M | -32.0% | +2.1% | -34.1% | -32.8% |
| 6M | -15.8% | +36.8% | -52.6% | -27.3% |
| YTD | -1.9% | +47.7% | -49.6% | -18.2% |
| 1Y | +22.5% | +66.5% | -44.0% | -3.3% |
| 3Y | +100.5% | +134.2% | -33.6% | +23.1% |
| All | +100.5% | +137.6% | -37.1% | +23.1% |
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