+89.2%
USB vs NI
+179.8%
-90.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.1% | +0.5% | +1.5% |
| 7D | +0.8% | +0.4% | +0.3% | +0.6% |
| 30D | +6.8% | +11.3% | -4.5% | +1.4% |
| 3M | -3.8% | +6.5% | -10.2% | -6.7% |
| 6M | +11.7% | -2.3% | +14.0% | +12.6% |
| YTD | +17.5% | +10.8% | +6.7% | +10.9% |
| 1Y | +33.8% | +6.2% | +27.5% | +28.7% |
| 3Y | +104.2% | +98.7% | +5.6% | +41.8% |
| 5Y | +26.4% | +111.3% | -84.9% | -16.3% |
| 10Y | +89.2% | +178.1% | -88.9% | +28.7% |
| All | +89.2% | +179.8% | -90.6% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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