+67.2%
SU vs NWSA
+3.0%
+64.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +2.2% | -2.8% | +5.0% | +1.9% |
| 30D | +8.4% | +3.0% | +5.4% | +8.8% |
| 3M | +12.1% | +12.3% | -0.2% | +13.8% |
| 6M | +19.7% | +21.9% | -2.2% | +21.8% |
| YTD | +58.4% | +13.6% | +44.8% | +62.0% |
| 1Y | +67.2% | +0.5% | +66.7% | +73.3% |
| All | +67.2% | +3.0% | +64.2% | +73.3% |
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