+90.8%
NWSA vs SUI
+264.6%
-173.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.8% |
| 7D | -0.8% | -3.8% | +3.0% | +0.6% |
| 30D | -11.3% | +3.9% | -15.3% | -12.6% |
| 3M | -8.1% | +0.2% | -8.3% | -8.3% |
| 6M | -0.7% | -4.2% | +3.5% | +0.6% |
| YTD | +1.3% | -2.5% | +3.9% | +1.7% |
| 1Y | -1.3% | -4.0% | +2.7% | -0.4% |
| 3Y | +28.4% | +16.5% | +11.9% | +18.6% |
| 5Y | +15.3% | -27.2% | +42.5% | +25.0% |
| 10Y | +142.7% | +119.6% | +23.1% | +86.2% |
| All | +90.8% | +264.6% | -173.8% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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