+109.7%
USB vs SU
+246.7%
-137.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | 0.0% |
| 7D | +1.4% | +3.6% | -2.1% | +0.1% |
| 30D | -1.3% | +7.9% | -9.2% | -4.1% |
| 3M | +15.2% | +3.5% | +11.7% | +13.0% |
| 6M | +18.8% | +19.0% | -0.1% | +9.9% |
| YTD | +21.0% | +55.0% | -33.9% | +1.1% |
| 1Y | +34.0% | +71.2% | -37.2% | +7.6% |
| 3Y | +95.3% | +117.4% | -22.1% | +40.3% |
| 5Y | +40.4% | +335.2% | -294.8% | -26.9% |
| All | +109.7% | +246.7% | -137.0% | +10.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling