+180.6%
WMB vs NXT
+181.9%
-1.3%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.1% | +2.2% |
| 7D | +0.8% | +2.9% | -2.1% | +0.7% |
| 30D | +7.7% | -17.2% | +25.0% | +8.4% |
| 3M | +6.7% | -32.0% | +38.7% | +8.1% |
| 6M | +3.6% | -15.8% | +19.4% | +3.6% |
| YTD | +28.0% | -1.9% | +29.9% | +26.9% |
| 1Y | +37.6% | +22.5% | +15.1% | +35.0% |
| 3Y | +149.0% | +100.5% | +48.5% | +132.8% |
| All | +180.6% | +181.9% | -1.3% | +152.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling