+8,026.5%
USB vs SU
+61,807.4%
-53,780.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | -2.1% |
| 7D | -1.5% | -11.0% | +9.6% | -1.5% |
| 30D | +4.3% | +1.2% | +3.1% | +4.3% |
| 3M | -6.1% | +10.6% | -16.7% | -6.1% |
| 6M | +9.4% | +0.5% | +8.9% | +9.4% |
| YTD | +15.2% | +58.9% | -43.8% | +15.1% |
| 1Y | +32.8% | +71.0% | -38.3% | +32.7% |
| 3Y | +91.3% | +125.7% | -34.4% | +91.1% |
| 5Y | +22.7% | +215.1% | -192.4% | +22.5% |
| 10Y | +97.0% | +236.3% | -139.2% | +96.8% |
| All | +8,026.5% | +61,807.4% | -53,780.9% | +7,861.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling