+2.6%
NOW vs USHY
+21.9%
-19.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -4.9% |
| 7D | -6.1% | 0.0% | -6.1% | -6.1% |
| 30D | +7.5% | 0.0% | +7.5% | +7.6% |
| 3M | +17.5% | +1.2% | +16.4% | +13.8% |
| 6M | +7.9% | +2.6% | +5.3% | +0.4% |
| YTD | -12.4% | +2.4% | -14.8% | -18.3% |
| 1Y | -28.6% | +4.2% | -32.8% | -36.6% |
| 3Y | +11.8% | +28.0% | -16.2% | -43.6% |
| 5Y | +2.6% | +21.8% | -19.2% | -22.4% |
| All | +2.6% | +21.9% | -19.2% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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