+177.4%
NXT vs WWD
+238.1%
-60.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +0.8% |
| 7D | -1.1% | +1.3% | -2.4% | -1.6% |
| 30D | -15.3% | -7.2% | -8.2% | -12.9% |
| 3M | -43.8% | -3.8% | -39.9% | -43.0% |
| 6M | -18.7% | -9.9% | -8.7% | -15.8% |
| YTD | -3.0% | +14.8% | -17.8% | -8.0% |
| 1Y | +22.7% | +42.1% | -19.3% | +8.2% |
| 3Y | +95.9% | +170.8% | -74.9% | +41.3% |
| All | +177.4% | +238.1% | -60.7% | +106.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling