+227.7%
NXT vs WU
-30.0%
+257.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.2% | -6.0% | -5.1% |
| 7D | +4.0% | +11.0% | -7.1% | +1.1% |
| 30D | +15.9% | +13.4% | +2.5% | +12.1% |
| 3M | -3.0% | +2.2% | -5.2% | -4.0% |
| 6M | -20.7% | -18.2% | -2.5% | -18.1% |
| YTD | +14.6% | -18.3% | +32.9% | +17.9% |
| 1Y | -7.1% | -12.2% | +5.1% | -6.7% |
| 3Y | +189.4% | -20.8% | +210.2% | +191.5% |
| All | +227.7% | -30.0% | +257.7% | +296.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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