+130.7%
WFC vs NXT
+100.2%
+30.6%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.4% | -2.3% |
| 7D | +1.1% | +2.9% | -1.8% | +0.9% |
| 30D | +0.8% | -17.2% | +18.1% | +1.9% |
| 3M | +9.3% | -32.0% | +41.3% | +11.5% |
| 6M | +10.6% | -15.8% | +26.4% | +10.7% |
| YTD | -4.1% | -1.9% | -2.2% | -5.1% |
| 1Y | +13.6% | +22.5% | -8.9% | +10.7% |
| 3Y | +130.7% | +100.5% | +30.2% | +113.0% |
| All | +130.7% | +100.2% | +30.6% | +113.0% |
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