+92.7%
NXT vs WCN
+19.5%
+73.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.2% | -2.4% | -3.7% |
| 7D | -0.2% | -1.7% | +1.5% | -0.4% |
| 30D | -20.0% | -3.0% | -17.0% | -20.1% |
| 3M | -30.9% | +2.5% | -33.5% | -31.1% |
| 6M | -23.8% | -5.7% | -18.1% | -23.1% |
| YTD | -5.4% | -7.4% | +2.0% | -4.3% |
| 1Y | +28.0% | -8.6% | +36.7% | +30.1% |
| All | +92.7% | +19.5% | +73.2% | +46.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling