+8,026.5%
USB vs KMB
+1,925.1%
+6,101.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.5% | -3.6% | -2.6% |
| 7D | -1.5% | +0.4% | -1.9% | -1.6% |
| 30D | +4.3% | +14.1% | -9.9% | -0.5% |
| 3M | -6.1% | -0.5% | -5.6% | -6.1% |
| 6M | +9.4% | +16.6% | -7.2% | +3.2% |
| YTD | +15.2% | +13.7% | +1.5% | +9.1% |
| 1Y | +32.8% | +16.1% | +16.7% | +24.8% |
| 3Y | +91.3% | +4.7% | +86.6% | +82.6% |
| 5Y | +22.7% | +1.5% | +21.1% | +17.2% |
| 10Y | +97.0% | +40.5% | +56.5% | +62.3% |
| All | +8,026.5% | +1,925.1% | +6,101.4% | +3,367.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling