+91.7%
USB vs NDAQ
+475.8%
-384.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | 0.0% | +0.8% | -0.8% | -0.4% |
| 30D | +5.8% | +16.5% | -10.7% | -2.6% |
| 3M | -6.0% | +13.5% | -19.5% | -12.5% |
| 6M | +7.8% | +20.9% | -13.2% | -3.9% |
| YTD | +14.6% | +11.4% | +3.2% | +5.7% |
| 1Y | +31.8% | +25.9% | +5.9% | +13.1% |
| 3Y | +91.5% | +119.9% | -28.3% | +17.6% |
| 5Y | +22.0% | +61.7% | -39.7% | -12.3% |
| All | +91.7% | +475.8% | -384.1% | -35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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