+9.4%
USB vs KMX
+42.4%
-33.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.6% | +2.5% | -1.4% |
| 7D | -1.5% | -6.4% | +4.9% | -0.6% |
| 30D | +4.3% | -4.9% | +9.2% | +4.8% |
| 3M | -6.1% | -7.2% | +1.1% | -5.3% |
| 6M | +9.4% | +41.2% | -31.8% | +5.5% |
| All | +9.4% | +42.4% | -33.0% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 6mo: compounded portfolio wealth divided by compounded KMX 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…
6mo analysis · Full analysis span regression · 6 months rolling