-47.1%
OPEN vs NWSA
+5.5%
-52.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +2.1% |
| 7D | -4.3% | -1.9% | -2.4% | -2.8% |
| 30D | -16.2% | +4.6% | -20.8% | -19.6% |
| 3M | -36.4% | +13.2% | -49.6% | -43.8% |
| 6M | -35.5% | +27.0% | -62.4% | -49.2% |
| YTD | -46.0% | +16.8% | -62.8% | -54.2% |
| 1Y | -47.1% | +4.5% | -51.7% | -35.9% |
| All | -47.1% | +5.5% | -52.7% | -35.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling