+1,050.7%
C vs USB
+8,296.0%
-7,245.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.2% | +0.2% |
| 7D | +1.1% | +2.4% | -1.3% | -0.8% |
| 30D | -2.4% | +6.6% | -9.0% | -7.1% |
| 3M | -8.4% | -4.1% | -4.3% | -5.4% |
| 6M | +0.3% | +12.5% | -12.1% | -8.7% |
| YTD | +9.1% | +17.6% | -8.5% | -3.7% |
| 1Y | +26.0% | +36.5% | -10.5% | -0.9% |
| 3Y | +221.2% | +95.4% | +125.8% | +88.9% |
| 5Y | +120.4% | +26.1% | +94.3% | +72.7% |
| 10Y | +250.6% | +101.3% | +149.3% | +99.1% |
| All | +1,050.7% | +8,296.0% | -7,245.3% | +121.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling