+33.0%
USB vs SU
+61.1%
-28.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.9% | +4.4% | +2.3% |
| 7D | +0.8% | -10.6% | +11.3% | -0.5% |
| 30D | +6.8% | -6.6% | +13.4% | +5.9% |
| 3M | -3.8% | +12.9% | -16.7% | -1.9% |
| 6M | +11.7% | +6.7% | +5.0% | +13.3% |
| YTD | +17.5% | +55.2% | -37.7% | +21.5% |
| All | +33.0% | +61.1% | -28.1% | +37.2% |
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