+2,111.6%
NOW vs USB
+205.5%
+1,906.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -1.0% |
| 7D | -27.5% | +2.4% | -29.9% | -28.3% |
| 30D | -20.0% | +6.6% | -26.6% | -22.1% |
| 3M | -7.9% | -4.1% | -3.8% | -6.9% |
| 6M | +18.3% | +12.5% | +5.8% | +12.2% |
| YTD | -29.0% | +17.6% | -46.6% | -34.2% |
| 1Y | -38.7% | +36.5% | -75.2% | -46.5% |
| 3Y | -10.3% | +95.4% | -105.7% | -33.0% |
| 5Y | -22.5% | +26.1% | -48.6% | -32.9% |
| 10Y | +553.8% | +101.3% | +452.6% | +292.7% |
| All | +2,111.6% | +205.5% | +1,906.0% | +986.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling