-29.8%
NOW vs NWSA
+2.0%
-31.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.0% |
| 7D | -4.1% | -3.1% | -1.0% | -1.8% |
| 30D | +2.9% | +4.3% | -1.4% | +0.1% |
| 3M | +22.6% | +9.2% | +13.3% | +14.5% |
| 6M | +7.5% | +21.6% | -14.0% | -6.2% |
| YTD | -14.4% | +14.2% | -28.6% | -22.9% |
| 1Y | -29.8% | +1.8% | -31.5% | -33.6% |
| All | -29.8% | +2.0% | -31.8% | -33.6% |
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