+568.0%
TEAM vs USB
+93.8%
+474.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.1% | -1.4% | -2.9% |
| 7D | -10.2% | -1.5% | -8.7% | -9.8% |
| 30D | -5.5% | +4.3% | -9.8% | -6.6% |
| 3M | +61.7% | -6.1% | +67.8% | +64.2% |
| 6M | +98.5% | +9.4% | +89.1% | +93.0% |
| YTD | +13.0% | +15.2% | -2.1% | +8.1% |
| 1Y | +13.5% | +32.8% | -19.2% | +4.3% |
| 3Y | +3.6% | +91.3% | -87.7% | -12.6% |
| 5Y | -58.4% | +22.7% | -81.0% | -62.5% |
| All | +568.0% | +93.8% | +474.1% | +463.9% |
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