+31.1%
USB vs BEN
+64.2%
-33.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | +0.1% |
| 7D | +1.2% | +11.3% | -10.1% | -3.1% |
| 30D | +6.3% | +15.0% | -8.7% | +0.3% |
| 3M | -6.1% | +7.8% | -14.0% | -9.1% |
| 6M | +13.0% | +15.5% | -2.5% | +5.9% |
| YTD | +16.6% | +55.4% | -38.8% | -4.5% |
| 1Y | +31.1% | +63.3% | -32.1% | +4.3% |
| All | +31.1% | +64.2% | -33.1% | +4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling