+459.9%
NOW vs USHY
+50.7%
+409.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -2.9% | -2.9% |
| 7D | -2.4% | -0.1% | -2.3% | -2.0% |
| 30D | +20.5% | +0.1% | +20.4% | +20.3% |
| 3M | +18.3% | +0.8% | +17.5% | +16.2% |
| 6M | +24.1% | +1.7% | +22.3% | +19.1% |
| YTD | -7.8% | +2.5% | -10.3% | -13.0% |
| 1Y | -21.4% | +4.4% | -25.8% | -29.1% |
| 3Y | +19.5% | +27.4% | -7.8% | -31.3% |
| 5Y | +4.1% | +21.7% | -17.7% | -31.2% |
| All | +459.9% | +50.7% | +409.2% | +146.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling