0.0%
CNC vs NWSA
+43.3%
-43.3%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | -0.9% | -2.8% | +1.9% | -0.4% |
| 30D | -1.0% | +3.0% | -4.0% | -1.4% |
| 3M | +4.5% | +12.3% | -7.8% | +2.1% |
| 6M | +85.2% | +21.9% | +63.4% | +77.9% |
| YTD | +61.4% | +13.6% | +47.8% | +56.5% |
| 1Y | +94.9% | +0.5% | +94.4% | +91.4% |
| 3Y | 0.0% | +43.8% | -43.8% | -5.7% |
| All | 0.0% | +43.3% | -43.3% | -5.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling