+105.9%
USB vs BNY
+409.0%
-303.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -0.4% |
| 7D | +2.1% | +1.5% | +0.6% | +0.9% |
| 30D | -2.3% | +3.3% | -5.6% | -4.9% |
| 3M | +13.9% | +15.3% | -1.5% | +0.9% |
| 6M | +21.6% | +42.5% | -20.9% | -9.8% |
| YTD | +19.3% | +42.1% | -22.8% | -11.7% |
| 1Y | +33.6% | +59.4% | -25.9% | -10.3% |
| 3Y | +97.7% | +291.5% | -193.8% | -37.5% |
| 5Y | +40.4% | +252.3% | -211.9% | -52.0% |
| 10Y | +105.9% | +407.5% | -301.6% | -50.9% |
| All | +105.9% | +409.0% | -303.1% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BNY 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling