-42.5%
NOW vs NWSA
-0.1%
-42.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.2% | -3.2% |
| 7D | -8.7% | -9.7% | +0.9% | -3.1% |
| 30D | -29.3% | -8.6% | -20.7% | -25.6% |
| 3M | -21.8% | -6.3% | -15.6% | -19.3% |
| 6M | +9.2% | -1.2% | +10.4% | +6.8% |
| YTD | -35.0% | +2.6% | -37.6% | -38.4% |
| 1Y | -42.5% | 0.0% | -42.5% | -44.8% |
| All | -42.5% | -0.1% | -42.4% | -44.8% |
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