+668.0%
BE vs USB
+64.8%
+603.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.9% | -5.8% | -5.5% |
| 7D | +10.8% | +2.6% | +8.2% | +9.1% |
| 30D | -19.8% | +8.4% | -28.2% | -24.0% |
| 3M | -18.7% | -5.5% | -13.2% | -15.9% |
| 6M | -33.7% | +17.7% | -51.5% | -41.0% |
| YTD | +121.0% | +17.6% | +103.4% | +96.6% |
| 1Y | +85.4% | +33.9% | +51.5% | +50.7% |
| 3Y | +1,709.5% | +103.8% | +1,605.7% | +1,017.7% |
| 5Y | +462.2% | +25.6% | +436.6% | +355.3% |
| All | +668.0% | +64.8% | +603.1% | +299.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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