+523.2%
TEAM vs USB
+107.5%
+415.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.4% | -2.6% |
| 7D | -0.4% | +1.4% | -1.9% | -0.8% |
| 30D | +67.3% | -1.3% | +68.6% | +67.8% |
| 3M | +86.8% | +15.2% | +71.5% | +79.5% |
| 6M | +146.8% | +18.8% | +128.0% | +134.3% |
| YTD | +16.9% | +21.0% | -4.1% | +10.4% |
| 1Y | +12.8% | +34.0% | -21.2% | +3.5% |
| 3Y | -7.3% | +95.3% | -102.6% | -22.5% |
| 5Y | -50.7% | +40.4% | -91.1% | -56.6% |
| All | +523.2% | +107.5% | +415.7% | +378.3% |
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 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