+6.9%
NXT vs WTW
+8.6%
-1.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +3.0% | +8.2% | +12.3% |
| 7D | +30.0% | +4.9% | +25.1% | +32.4% |
| 30D | +28.6% | +17.1% | +11.5% | +37.5% |
| 3M | +8.4% | -0.3% | +8.7% | +7.8% |
| 6M | -8.7% | +30.7% | -39.4% | +5.6% |
| YTD | +22.5% | +3.7% | +18.8% | +40.3% |
| 1Y | +6.9% | +5.9% | +1.0% | +18.8% |
| All | +6.9% | +8.6% | -1.7% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling