+25.7%
USB vs SU
+230.1%
-204.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.6% |
| 7D | +2.6% | +1.7% | +0.9% | +2.1% |
| 30D | +8.4% | -7.9% | +16.3% | +10.4% |
| 3M | -5.5% | +7.5% | -13.1% | -7.9% |
| 6M | +17.7% | +7.2% | +10.5% | +14.4% |
| YTD | +17.6% | +60.9% | -43.4% | -0.3% |
| 1Y | +33.9% | +63.6% | -29.8% | +12.8% |
| 3Y | +103.8% | +128.9% | -25.0% | +51.1% |
| All | +25.7% | +230.1% | -204.4% | -21.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling