-7.9%
TEAM vs USB
+95.2%
-103.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.4% | -2.5% |
| 7D | -0.4% | +1.4% | -1.9% | -1.1% |
| 30D | +67.3% | -1.3% | +68.6% | +68.1% |
| 3M | +86.8% | +15.2% | +71.5% | +73.5% |
| 6M | +146.8% | +18.8% | +128.0% | +123.6% |
| YTD | +16.9% | +21.0% | -4.1% | +4.7% |
| 1Y | +12.8% | +34.0% | -21.2% | -4.9% |
| All | -7.9% | +95.2% | -103.1% | -36.2% |
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