+467.0%
TEAM vs USB
+94.3%
+372.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | +0.1% |
| 7D | -17.2% | +0.8% | -18.0% | -17.4% |
| 30D | -25.1% | +6.8% | -31.9% | -26.4% |
| 3M | +3.9% | -3.8% | +7.7% | +4.8% |
| 6M | +69.1% | +11.7% | +57.4% | +63.6% |
| YTD | -4.5% | +17.5% | -21.9% | -9.2% |
| 1Y | -1.9% | +33.8% | -35.6% | -10.0% |
| 3Y | -9.3% | +104.2% | -113.6% | -24.6% |
| 5Y | -65.2% | +26.4% | -91.6% | -68.8% |
| 10Y | +467.0% | +89.2% | +377.8% | +367.0% |
| All | +467.0% | +94.3% | +372.7% | +367.0% |
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 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