+1,574.6%
BE vs USB
+95.2%
+1,479.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.3% | +7.6% | +7.6% |
| 7D | +20.0% | +1.4% | +18.5% | +18.7% |
| 30D | +7.9% | -1.3% | +9.2% | +9.1% |
| 3M | -13.2% | +15.2% | -28.5% | -23.2% |
| 6M | +53.5% | +18.8% | +34.6% | +33.0% |
| YTD | +191.0% | +21.0% | +170.0% | +146.6% |
| 1Y | +360.5% | +34.0% | +326.5% | +257.1% |
| All | +1,574.6% | +95.2% | +1,479.5% | +759.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling