+57.4%
INTC vs NWSA
+18.2%
+39.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.7% | -7.5% | -1.5% |
| 7D | -39.0% | +4.3% | -43.3% | -37.4% |
| 30D | -49.8% | +5.6% | -55.4% | -48.1% |
| 3M | -42.2% | +7.3% | -49.5% | -39.4% |
| 6M | -39.2% | +18.8% | -58.0% | -32.3% |
| YTD | +57.9% | +17.9% | +40.0% | +78.0% |
| 1Y | +57.4% | +19.3% | +38.0% | +76.1% |
| All | +57.4% | +18.2% | +39.1% | +76.1% |
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