+1,359.8%
WDC vs NXT
+100.2%
+1,259.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.1% | +1.0% | +1.8% |
| 7D | +6.0% | +2.9% | +3.1% | +5.1% |
| 30D | +9.9% | -17.2% | +27.2% | +16.2% |
| 3M | -9.4% | -32.0% | +22.6% | +1.4% |
| 6M | +94.7% | -15.8% | +110.5% | +105.0% |
| YTD | +177.4% | -1.9% | +179.3% | +184.4% |
| 1Y | +412.6% | +22.5% | +390.1% | +408.5% |
| 3Y | +1,359.8% | +100.5% | +1,259.2% | +1,253.5% |
| All | +1,359.8% | +100.2% | +1,259.6% | +1,253.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling