-17.0%
TEAM vs NWSA
+44.1%
-61.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.0% |
| 7D | -4.7% | -3.1% | -1.6% | -2.3% |
| 30D | +17.0% | +4.3% | +12.8% | +13.6% |
| 3M | +85.9% | +9.2% | +76.7% | +72.8% |
| 6M | +116.7% | +21.6% | +95.1% | +84.7% |
| YTD | +9.6% | +14.2% | -4.6% | -1.7% |
| 1Y | -2.5% | +1.8% | -4.3% | -4.8% |
| All | -17.0% | +44.1% | -61.1% | -38.0% |
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