+501.5%
NOW vs USB
+93.8%
+407.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.1% | -3.8% | -5.3% |
| 7D | -6.7% | -1.5% | -5.2% | -6.2% |
| 30D | -25.8% | +4.3% | -30.1% | -26.9% |
| 3M | -12.7% | -6.1% | -6.6% | -11.3% |
| 6M | +11.2% | +9.4% | +1.8% | +7.5% |
| YTD | -33.2% | +15.2% | -48.4% | -36.8% |
| 1Y | -41.8% | +32.8% | -74.6% | -47.6% |
| 3Y | -15.7% | +91.3% | -106.9% | -33.1% |
| 5Y | -26.0% | +22.7% | -48.7% | -34.1% |
| All | +501.5% | +93.8% | +407.7% | +378.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 10y: compounded portfolio wealth divided by compounded USB 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…
10y analysis · Full analysis span regression · 6 months rolling