+91.5%
USB vs SU
+122.8%
-31.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | 0.0% | -13.4% | +13.4% | +2.4% |
| 30D | +5.8% | +0.9% | +5.0% | +5.3% |
| 3M | -6.0% | +12.8% | -18.7% | -8.5% |
| 6M | +7.8% | +8.3% | -0.5% | +5.4% |
| YTD | +14.6% | +58.2% | -43.6% | -0.7% |
| 1Y | +31.8% | +67.1% | -35.4% | +12.1% |
| 3Y | +91.5% | +125.6% | -34.1% | +44.8% |
| All | +91.5% | +122.8% | -31.3% | +44.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling