+8,200.6%
USB vs BEN
+4,839.1%
+3,361.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.7% | -2.8% | -0.4% |
| 7D | +2.4% | +6.7% | -4.3% | -0.8% |
| 30D | +6.6% | +3.0% | +3.6% | +4.9% |
| 3M | -4.1% | -4.3% | +0.3% | -2.2% |
| 6M | +12.5% | +16.4% | -3.9% | +3.9% |
| YTD | +17.6% | +46.8% | -29.1% | -3.5% |
| 1Y | +36.5% | +57.3% | -20.8% | +8.1% |
| 3Y | +95.4% | +63.7% | +31.7% | +48.9% |
| 5Y | +26.1% | +19.8% | +6.4% | +10.2% |
| 10Y | +101.3% | +65.5% | +35.8% | +43.7% |
| All | +8,200.6% | +4,839.1% | +3,361.5% | +2,494.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling