+18.3%
NOW vs USB
+95.2%
-76.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.9% |
| 7D | -2.4% | +1.4% | -3.8% | -2.8% |
| 30D | +20.5% | -1.3% | +21.8% | +20.8% |
| 3M | +18.3% | +15.2% | +3.1% | +12.7% |
| 6M | +24.1% | +18.8% | +5.2% | +16.5% |
| YTD | -7.8% | +21.0% | -28.8% | -14.4% |
| 1Y | -21.4% | +34.0% | -55.4% | -30.0% |
| All | +18.3% | +95.2% | -76.9% | -9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling