+32.4%
USB vs NI
+7.1%
+25.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.2% |
| 7D | -0.5% | +0.6% | -1.1% | -0.7% |
| 30D | +5.7% | +11.2% | -5.5% | +3.6% |
| 3M | -4.7% | +9.2% | -13.9% | -6.4% |
| 6M | +13.4% | -1.8% | +15.2% | +12.4% |
| YTD | +17.0% | +12.0% | +5.0% | +18.3% |
| 1Y | +32.4% | +6.4% | +25.9% | +32.7% |
| All | +32.4% | +7.1% | +25.3% | +32.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling