+79.8%
USB vs BEN
+58.0%
+21.7%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | +0.3% |
| 7D | +1.2% | +11.3% | -10.1% | -5.1% |
| 30D | +6.3% | +15.0% | -8.7% | -2.4% |
| 3M | -6.1% | +7.8% | -14.0% | -10.6% |
| 6M | +13.0% | +15.5% | -2.5% | +2.8% |
| YTD | +16.6% | +55.4% | -38.8% | -11.8% |
| 1Y | +31.1% | +63.3% | -32.1% | -3.7% |
| 3Y | +100.9% | +83.4% | +17.5% | +33.1% |
| 5Y | +24.5% | +28.1% | -3.5% | +0.6% |
| All | +79.8% | +58.0% | +21.7% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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