+1.8%
NWSA vs DAR
+116.5%
-114.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.4% |
| 7D | -3.1% | -0.2% | -2.9% | -3.1% |
| 30D | +4.3% | +7.4% | -3.2% | +4.3% |
| 3M | +9.2% | +15.7% | -6.5% | +9.1% |
| 6M | +21.6% | +30.0% | -8.5% | +20.2% |
| YTD | +14.2% | +87.5% | -73.3% | +9.6% |
| 1Y | +1.8% | +113.4% | -111.6% | -4.1% |
| All | +1.8% | +116.5% | -114.8% | -4.1% |
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