+15.7%
BWA vs NWSA
+18.2%
-2.6%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.7% | -6.3% | -1.7% |
| 7D | -9.9% | +4.3% | -14.2% | -9.0% |
| 30D | -16.4% | +5.6% | -21.9% | -15.2% |
| 3M | -19.8% | +7.3% | -27.1% | -18.4% |
| 6M | -10.0% | +18.8% | -28.8% | -6.6% |
| YTD | +12.7% | +17.9% | -5.1% | +19.7% |
| 1Y | +15.7% | +19.3% | -3.7% | +22.1% |
| All | +15.7% | +18.2% | -2.6% | +22.1% |
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