+1,725.5%
NOW vs NWSA
+127.4%
+1,598.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.8% | -1.2% | -2.1% |
| 7D | -2.4% | -1.9% | -0.5% | -1.4% |
| 30D | +20.5% | +4.6% | +15.9% | +17.7% |
| 3M | +18.3% | +13.2% | +5.1% | +11.4% |
| 6M | +24.1% | +27.0% | -2.9% | +10.6% |
| YTD | -7.8% | +16.8% | -24.6% | -14.5% |
| 1Y | -21.4% | +4.5% | -25.9% | -23.3% |
| 3Y | +19.5% | +46.2% | -26.7% | -1.2% |
| 5Y | +4.1% | +40.9% | -36.8% | -13.8% |
| 10Y | +826.4% | +145.1% | +681.3% | +438.2% |
| All | +1,725.5% | +127.4% | +1,598.1% | +1,016.2% |
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