-38.7%
NOW vs NWSA
+18.2%
-56.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.1% | -3.0% |
| 7D | -27.5% | +4.3% | -31.8% | -29.8% |
| 30D | -20.0% | +5.6% | -25.6% | -23.2% |
| 3M | -7.9% | +7.3% | -15.1% | -13.0% |
| 6M | +18.3% | +18.8% | -0.5% | +3.0% |
| YTD | -29.0% | +17.9% | -46.9% | -38.1% |
| 1Y | -38.7% | +19.3% | -58.0% | -46.8% |
| All | -38.7% | +18.2% | -56.9% | -46.8% |
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