+26.6%
BE vs USB
+31.9%
-5.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.5% | +3.9% | +3.7% |
| 7D | -14.7% | 0.0% | -14.7% | -14.6% |
| 30D | -40.5% | +5.8% | -46.4% | -42.2% |
| 3M | -24.3% | -6.0% | -18.4% | -21.6% |
| 6M | -39.3% | +7.8% | -47.1% | -43.2% |
| YTD | +99.4% | +14.6% | +84.8% | +68.9% |
| 1Y | +26.6% | +31.8% | -5.2% | -6.0% |
| All | +26.6% | +31.9% | -5.4% | -6.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling