+140.0%
WBD vs NXT
+26.2%
+113.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.5% |
| 7D | -1.8% | -1.1% | -0.7% | -1.8% |
| 30D | +8.8% | -15.3% | +24.1% | +9.4% |
| 3M | +4.6% | -43.8% | +48.4% | +7.4% |
| 6M | +1.1% | -18.7% | +19.7% | +1.2% |
| YTD | -2.0% | -3.0% | +1.0% | -3.3% |
| 1Y | +140.0% | +22.7% | +117.3% | +154.8% |
| All | +140.0% | +26.2% | +113.8% | +154.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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