+36.5%
USB vs SU
+88.1%
-51.6%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.5% | +6.4% | +1.4% |
| 7D | +2.4% | -7.1% | +9.5% | +1.6% |
| 30D | +6.6% | +4.8% | +1.8% | +7.0% |
| 3M | -4.1% | +12.5% | -16.6% | -2.6% |
| 6M | +12.5% | +6.5% | +6.0% | +13.6% |
| YTD | +17.6% | +65.8% | -48.2% | +21.2% |
| 1Y | +36.5% | +86.2% | -49.6% | +39.4% |
| All | +36.5% | +88.1% | -51.6% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 1y: compounded portfolio wealth divided by compounded SU 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…
1y analysis · Full analysis span regression · 6 months rolling