+41.2%
USB vs SUI
-32.0%
+73.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | -0.1% |
| 7D | +1.4% | -2.8% | +4.3% | +2.6% |
| 30D | -1.3% | -1.2% | -0.1% | -0.9% |
| 3M | +15.2% | -1.7% | +17.0% | +15.7% |
| 6M | +18.8% | -10.5% | +29.3% | +23.8% |
| YTD | +21.0% | -1.8% | +22.8% | +21.3% |
| 1Y | +34.0% | -4.1% | +38.1% | +35.3% |
| 3Y | +95.3% | +11.3% | +84.1% | +82.4% |
| All | +41.2% | -32.0% | +73.2% | +51.2% |
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