+12.9%
KMB vs NWSA
-0.1%
+13.1%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | +6.0% | -9.7% | +15.7% | +7.6% |
| 30D | +13.5% | -8.6% | +22.1% | +15.0% |
| 3M | +3.8% | -6.3% | +10.1% | +4.6% |
| 6M | +15.6% | -1.2% | +16.8% | +14.7% |
| YTD | +14.0% | +2.6% | +11.4% | +11.9% |
| 1Y | +12.9% | 0.0% | +12.9% | +11.6% |
| All | +12.9% | -0.1% | +13.1% | +11.6% |
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