+45.0%
NWSA vs DAR
+14.9%
+30.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.9% | -4.8% | -2.2% |
| 7D | -2.6% | -0.9% | -1.8% | -2.6% |
| 30D | +4.6% | +13.0% | -8.4% | +3.1% |
| 3M | +10.2% | +15.0% | -4.8% | +8.4% |
| 6M | +21.6% | +26.8% | -5.2% | +17.9% |
| YTD | +14.6% | +86.4% | -71.8% | +5.7% |
| 1Y | +0.4% | +115.1% | -114.7% | -9.6% |
| 3Y | +45.0% | +14.6% | +30.4% | +46.0% |
| All | +45.0% | +14.9% | +30.1% | +46.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling