+740.1%
TEAM vs NWSA
+151.4%
+588.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.9% | -5.1% | -6.1% |
| 7D | -5.7% | -2.6% | -3.0% | -4.4% |
| 30D | +18.3% | +4.6% | +13.8% | +16.0% |
| 3M | +80.2% | +10.2% | +70.0% | +72.1% |
| 6M | +111.0% | +21.6% | +89.4% | +92.2% |
| YTD | +8.8% | +14.6% | -5.8% | +2.1% |
| 1Y | +2.2% | +0.4% | +1.8% | +1.7% |
| 3Y | -14.6% | +45.0% | -59.6% | -27.3% |
| 5Y | -53.8% | +41.3% | -95.1% | -60.7% |
| 10Y | +475.2% | +142.8% | +332.4% | +277.1% |
| All | +740.1% | +151.4% | +588.7% | +470.1% |
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