+1,217.8%
NOW vs NWSA
+98.2%
+1,119.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.2% |
| 7D | -3.0% | -9.4% | +6.4% | +1.4% |
| 30D | -26.0% | -7.8% | -18.3% | -23.3% |
| 3M | -13.1% | -10.8% | -2.4% | -8.6% |
| 6M | +14.5% | +1.1% | +13.4% | +13.4% |
| YTD | -33.4% | +1.8% | -35.2% | -34.2% |
| 1Y | -40.6% | +6.0% | -46.6% | -42.5% |
| 3Y | -16.3% | +24.6% | -40.9% | -25.4% |
| 5Y | -26.3% | +13.1% | -39.5% | -32.7% |
| 10Y | +512.7% | +148.5% | +364.2% | +252.8% |
| All | +1,217.8% | +98.2% | +1,119.6% | +758.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling