+172.1%
NXT vs WCN
+22.1%
+150.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.9% |
| 7D | -1.9% | -3.1% | +1.2% | -2.0% |
| 30D | -20.0% | -3.4% | -16.7% | -20.1% |
| 3M | -30.7% | +3.0% | -33.7% | -31.1% |
| 6M | -29.0% | -3.8% | -25.2% | -28.7% |
| YTD | -4.8% | -8.3% | +3.5% | -3.7% |
| 1Y | +22.8% | -9.7% | +32.5% | +24.8% |
| 3Y | +93.9% | +17.2% | +76.8% | +62.4% |
| All | +172.1% | +22.1% | +150.0% | +131.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling