+88.0%
UUUU vs NWSA
+39.7%
+48.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.8% | -5.5% | -5.9% |
| 7D | -5.0% | -4.8% | -0.3% | -2.5% |
| 30D | -7.8% | +3.0% | -10.7% | -9.2% |
| 3M | -0.4% | +9.3% | -9.7% | -6.6% |
| 6M | -32.9% | +23.2% | -56.1% | -41.6% |
| YTD | -6.3% | +13.3% | -19.6% | -15.5% |
| 1Y | +7.9% | +2.9% | +5.0% | +3.4% |
| 3Y | +85.2% | +43.3% | +41.9% | +32.8% |
| All | +88.0% | +39.7% | +48.3% | +32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling