+227.7%
NXT vs WEC
+45.0%
+182.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.1% | -4.7% | -4.8% |
| 7D | +4.0% | +1.4% | +2.6% | +4.0% |
| 30D | +15.9% | +12.8% | +3.1% | +16.8% |
| 3M | -3.0% | +11.2% | -14.2% | -2.4% |
| 6M | -20.7% | +6.6% | -27.3% | -20.7% |
| YTD | +14.6% | +13.8% | +0.8% | +14.8% |
| 1Y | -7.1% | +7.6% | -14.7% | -7.0% |
| 3Y | +189.4% | +62.2% | +127.2% | +177.8% |
| All | +227.7% | +45.0% | +182.7% | +209.2% |
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