+790.0%
NOW vs NWSA
+143.8%
+646.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.9% | -3.1% | -4.1% |
| 7D | -6.1% | -2.6% | -3.4% | -4.8% |
| 30D | +7.5% | +4.6% | +2.9% | +5.3% |
| 3M | +17.5% | +10.2% | +7.3% | +12.3% |
| 6M | +7.9% | +21.6% | -13.7% | -1.5% |
| YTD | -12.4% | +14.6% | -27.0% | -17.8% |
| 1Y | -28.6% | +0.4% | -28.9% | -28.9% |
| 3Y | +11.8% | +45.0% | -33.2% | -6.5% |
| 5Y | +2.6% | +41.3% | -38.6% | -14.6% |
| 10Y | +790.0% | +142.8% | +647.2% | +445.0% |
| All | +790.0% | +143.8% | +646.1% | +445.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling