+8,026.5%
USB vs NI
+5,512.9%
+2,513.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.2% | -1.2% |
| 7D | -1.5% | 0.0% | -1.4% | -1.4% |
| 30D | +4.3% | +10.0% | -5.7% | -0.2% |
| 3M | -6.1% | +4.3% | -10.3% | -7.9% |
| 6M | +9.4% | -6.5% | +15.9% | +12.5% |
| YTD | +15.2% | +9.3% | +5.9% | +9.8% |
| 1Y | +32.8% | +6.4% | +26.3% | +28.0% |
| 3Y | +91.3% | +89.1% | +2.2% | +40.1% |
| 5Y | +22.7% | +106.1% | -83.5% | -14.8% |
| 10Y | +97.0% | +178.5% | -81.5% | +16.0% |
| All | +8,026.5% | +5,512.9% | +2,513.6% | +1,338.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling