-30.5%
BBWI vs NWSA
+3.0%
-33.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.2% | +6.2% | +6.4% |
| 7D | -4.8% | -2.8% | -2.0% | -4.1% |
| 30D | +3.5% | +3.0% | +0.4% | +2.7% |
| 3M | -0.3% | +12.3% | -12.6% | -3.5% |
| 6M | -5.4% | +21.9% | -27.2% | -10.6% |
| YTD | -4.7% | +13.6% | -18.3% | -8.8% |
| 1Y | -30.5% | +0.5% | -31.0% | -33.8% |
| All | -30.5% | +3.0% | -33.5% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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