+260.6%
SNDU vs NWSA
+27.0%
+233.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -1.8% | +25.4% | +16.8% |
| 7D | +35.2% | -1.9% | +37.0% | +27.6% |
| 30D | +50.8% | +4.6% | +46.2% | +81.5% |
| 3M | -43.2% | +13.2% | -56.4% | +32.3% |
| All | +260.6% | +27.0% | +233.6% | +850.7% |
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 · Available span rolling