-30.3%
NXT vs WU
-17.5%
-12.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.2% | +1.2% |
| 7D | -9.4% | -2.0% | -7.4% | -9.0% |
| 30D | +15.1% | +11.4% | +3.7% | +11.5% |
| 3M | -9.1% | -6.8% | -2.3% | -8.5% |
| 6M | -30.3% | -14.6% | -15.7% | -31.1% |
| All | -30.3% | -17.5% | -12.9% | -31.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling