+138.8%
WMB vs NXT
+246.1%
-107.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.3% | -5.6% | -0.4% |
| 7D | -13.8% | +32.2% | -46.1% | -14.8% |
| 30D | -10.3% | +21.9% | -32.3% | -11.0% |
| 3M | -10.1% | +6.6% | -16.6% | -10.4% |
| 6M | -11.8% | -16.8% | +4.9% | -11.6% |
| YTD | +8.9% | +20.4% | -11.5% | +7.1% |
| 1Y | +14.0% | -1.5% | +15.5% | +12.9% |
| 3Y | +100.5% | +182.4% | -81.9% | +83.8% |
| All | +138.8% | +246.1% | -107.3% | +112.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling