+41.2%
USB vs NI
+95.1%
-53.9%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | 0.0% |
| 7D | +1.4% | +2.0% | -0.6% | +0.6% |
| 30D | -1.3% | -3.5% | +2.2% | +0.2% |
| 3M | +15.2% | -9.1% | +24.4% | +19.8% |
| 6M | +18.8% | -11.8% | +30.7% | +24.9% |
| YTD | +21.0% | +1.1% | +19.9% | +19.4% |
| 1Y | +34.0% | +6.7% | +27.3% | +28.4% |
| 3Y | +95.3% | +71.1% | +24.2% | +47.1% |
| All | +41.2% | +95.1% | -53.9% | -1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling