+614.2%
TEAM vs NWSA
+128.1%
+486.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.7% | -4.2% | -2.8% |
| 7D | -2.4% | +2.2% | -4.6% | -3.4% |
| 30D | -26.7% | -8.8% | -18.0% | -23.9% |
| 3M | -9.6% | -6.5% | -3.1% | -7.3% |
| 6M | +86.0% | +1.5% | +84.5% | +83.3% |
| YTD | -7.5% | +4.0% | -11.5% | -9.7% |
| 1Y | -1.4% | +3.4% | -4.8% | -3.5% |
| 3Y | -14.3% | +34.8% | -49.2% | -24.9% |
| 5Y | -66.3% | +18.4% | -84.7% | -69.6% |
| 10Y | +445.6% | +149.2% | +296.4% | +242.8% |
| All | +614.2% | +128.1% | +486.1% | +404.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling