+0.8%
NWSA vs DAR
+65.2%
-64.5%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.1% | -4.2% | +0.8% |
| 7D | -12.2% | +3.6% | -15.8% | -12.2% |
| 30D | -8.7% | -11.3% | +2.6% | -9.2% |
| 3M | -6.0% | -13.1% | +7.1% | -6.7% |
| 6M | -0.3% | -15.1% | +14.8% | -1.0% |
| YTD | +3.5% | +50.5% | -47.0% | -3.3% |
| 1Y | +0.8% | +57.9% | -57.2% | -6.9% |
| All | +0.8% | +65.2% | -64.5% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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