+230.2%
NXT vs WWD
+230.6%
-0.4%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.6% | +0.2% |
| 7D | -5.7% | +3.7% | -9.5% | -7.1% |
| 30D | +18.5% | +1.8% | +16.7% | +17.7% |
| 3M | -4.1% | -5.0% | +0.9% | -2.3% |
| 6M | -20.3% | -8.4% | -11.9% | -18.0% |
| YTD | +15.5% | +12.3% | +3.2% | +10.3% |
| 1Y | -5.0% | +26.2% | -31.2% | -12.9% |
| 3Y | +191.6% | +154.6% | +37.1% | +114.2% |
| All | +230.2% | +230.6% | -0.4% | +147.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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