+11.8%
SBUX vs NWSA
+43.0%
-31.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.6% |
| 7D | -6.2% | -4.8% | -1.5% | -4.7% |
| 30D | -6.4% | +3.0% | -9.4% | -7.4% |
| 3M | +1.0% | +9.3% | -8.3% | -2.3% |
| 6M | -0.4% | +23.2% | -23.6% | -8.3% |
| YTD | +20.0% | +13.3% | +6.6% | +13.8% |
| 1Y | +22.8% | +2.9% | +19.9% | +21.2% |
| All | +11.8% | +43.0% | -31.1% | -5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling