+32.6%
USB vs TE
-49.5%
+82.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.6% | +9.3% | -0.1% |
| 7D | +1.4% | -26.9% | +28.3% | +2.1% |
| 30D | +6.4% | -38.9% | +45.4% | +7.6% |
| 3M | -4.5% | -61.0% | +56.5% | -2.6% |
| 6M | +11.4% | -66.4% | +77.8% | +12.7% |
| YTD | +17.1% | -69.0% | +86.1% | +18.8% |
| 1Y | +32.6% | -54.0% | +86.6% | +33.8% |
| All | +32.6% | -49.5% | +82.1% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 1y: compounded portfolio wealth divided by compounded TE 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…
1y analysis · Full analysis span regression · 6 months rolling