+170.4%
NXT vs WCN
+23.3%
+147.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.2% | -2.4% | -3.6% |
| 7D | -0.2% | -1.7% | +1.5% | -0.3% |
| 30D | -20.0% | -3.0% | -17.0% | -20.0% |
| 3M | -30.9% | +2.5% | -33.5% | -31.2% |
| 6M | -23.8% | -5.7% | -18.1% | -23.2% |
| YTD | -5.4% | -7.4% | +2.0% | -4.3% |
| 1Y | +28.0% | -8.6% | +36.7% | +30.0% |
| 3Y | +93.3% | +19.4% | +73.9% | +61.4% |
| All | +170.4% | +23.3% | +147.1% | +129.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling