+83.6%
USB vs SPXU
-99.5%
+183.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.9% | +3.8% | -1.5% |
| 7D | -0.5% | +1.5% | -2.1% | +0.4% |
| 30D | +5.7% | +6.4% | -0.6% | +8.7% |
| 3M | -4.7% | +4.2% | -8.9% | -2.4% |
| 6M | +13.4% | -7.8% | +21.2% | +11.8% |
| YTD | +17.0% | -27.5% | +44.5% | +7.1% |
| 1Y | +32.4% | -27.1% | +59.5% | +21.8% |
| 3Y | +101.7% | -80.8% | +182.5% | +26.8% |
| 5Y | +24.4% | -84.1% | +108.5% | -13.5% |
| 10Y | +83.6% | -99.5% | +183.1% | -48.1% |
| All | +83.6% | -99.5% | +183.1% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling