+212.0%
NXT vs WEC
+46.9%
+165.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.6% |
| 7D | -9.4% | +2.3% | -11.7% | -9.3% |
| 30D | +15.1% | +11.1% | +4.0% | +16.0% |
| 3M | -9.1% | +8.4% | -17.6% | -8.7% |
| 6M | -30.3% | +7.5% | -37.8% | -30.2% |
| YTD | +9.1% | +15.3% | -6.2% | +9.3% |
| 1Y | +7.9% | +9.7% | -1.9% | +8.1% |
| 3Y | +176.5% | +64.7% | +111.8% | +165.6% |
| All | +212.0% | +46.9% | +165.0% | +194.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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