+804.2%
TEAM vs USB
+109.7%
+694.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.5% | -1.1% |
| 7D | -13.7% | +2.4% | -16.1% | -14.3% |
| 30D | -3.4% | +6.6% | -10.0% | -5.2% |
| 3M | +72.1% | -4.1% | +76.2% | +73.8% |
| 6M | +103.8% | +12.5% | +91.3% | +96.4% |
| YTD | +17.1% | +17.6% | -0.5% | +11.0% |
| 1Y | +15.1% | +36.5% | -21.4% | +4.5% |
| 3Y | +7.3% | +95.4% | -88.1% | -10.9% |
| 5Y | -57.7% | +26.1% | -83.9% | -62.2% |
| 10Y | +605.9% | +101.3% | +504.6% | +427.0% |
| All | +804.2% | +109.7% | +694.5% | +579.3% |
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