+26.1%
USB vs SUI
-26.1%
+52.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.2% | -3.2% | -0.2% |
| 7D | +2.4% | +10.0% | -7.6% | -1.5% |
| 30D | +6.6% | +8.4% | -1.8% | +3.0% |
| 3M | -4.1% | +0.7% | -4.7% | -4.6% |
| 6M | +12.5% | -0.9% | +13.4% | +12.4% |
| YTD | +17.6% | +0.6% | +17.0% | +16.5% |
| 1Y | +36.5% | +0.8% | +35.7% | +35.0% |
| 3Y | +95.4% | +15.5% | +79.9% | +79.3% |
| 5Y | +26.1% | -25.9% | +52.0% | +33.2% |
| All | +26.1% | -26.1% | +52.2% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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