+34.5%
BBY vs NWSA
+18.2%
+16.3%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +3.7% | +4.2% | +7.0% |
| 7D | +4.5% | +4.3% | +0.3% | +3.5% |
| 30D | +16.0% | +5.6% | +10.4% | +14.7% |
| 3M | +18.6% | +7.3% | +11.4% | +16.9% |
| 6M | +80.1% | +18.8% | +61.2% | +74.4% |
| YTD | +57.4% | +17.9% | +39.5% | +53.3% |
| 1Y | +34.5% | +19.3% | +15.2% | +30.1% |
| All | +34.5% | +18.2% | +16.3% | +30.1% |
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