+158.9%
SN vs WTW
+8.6%
+150.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.0% | +1.1% | +3.7% |
| 7D | +10.6% | +4.9% | +5.7% | +9.9% |
| 30D | +20.0% | +17.1% | +2.9% | +17.6% |
| 3M | +30.4% | -0.3% | +30.7% | +30.2% |
| 6M | +91.0% | +30.7% | +60.3% | +85.8% |
| YTD | +95.9% | +3.7% | +92.2% | +92.3% |
| 1Y | +158.9% | +5.9% | +153.0% | +156.2% |
| All | +158.9% | +8.6% | +150.3% | +156.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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