+26.1%
USB vs KMB
+0.6%
+25.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.1% | -2.2% | +1.1% |
| 7D | +2.4% | +0.4% | +2.0% | +2.3% |
| 30D | +6.6% | +14.0% | -7.5% | +3.8% |
| 3M | -4.1% | -1.3% | -2.8% | -4.0% |
| 6M | +12.5% | +16.7% | -4.2% | +9.0% |
| YTD | +17.6% | +12.0% | +5.6% | +14.5% |
| 1Y | +36.5% | +13.6% | +22.9% | +32.4% |
| 3Y | +95.4% | +3.1% | +92.3% | +88.3% |
| 5Y | +26.1% | +0.8% | +25.4% | +14.5% |
| All | +26.1% | +0.6% | +25.5% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 5y: compounded portfolio wealth divided by compounded KMB 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…
5y analysis · Full analysis span regression · 6 months rolling