+28.9%
UUUU vs NWSA
+5.5%
+23.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +0.5% |
| 7D | -1.4% | -1.9% | +0.5% | -1.7% |
| 30D | +16.3% | +4.6% | +11.7% | +17.5% |
| 3M | -16.7% | +13.2% | -29.9% | -14.6% |
| 6M | -33.7% | +27.0% | -60.6% | -31.6% |
| YTD | -0.5% | +16.8% | -17.3% | +1.2% |
| 1Y | +28.9% | +4.5% | +24.3% | +37.1% |
| All | +28.9% | +5.5% | +23.3% | +37.1% |
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 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