+8,438.8%
USB vs BEN
+4,913.3%
+3,525.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.8% | -2.0% |
| 7D | +1.4% | +0.2% | +1.2% | +1.3% |
| 30D | -1.3% | -0.5% | -0.8% | -1.2% |
| 3M | +15.2% | +9.7% | +5.5% | +9.8% |
| 6M | +18.8% | +33.9% | -15.1% | +2.2% |
| YTD | +21.0% | +49.0% | -28.0% | -1.3% |
| 1Y | +34.0% | +42.1% | -8.1% | +11.4% |
| 3Y | +95.3% | +51.9% | +43.4% | +54.7% |
| 5Y | +40.4% | +39.0% | +1.3% | +13.4% |
| 10Y | +107.3% | +57.9% | +49.5% | +51.0% |
| All | +8,438.8% | +4,913.3% | +3,525.5% | +2,552.1% |
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 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