+41.2%
USB vs TT
+140.2%
-99.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.6% |
| 7D | +1.4% | 0.0% | +1.4% | +1.4% |
| 30D | -1.3% | -7.2% | +5.9% | +1.5% |
| 3M | +15.2% | -3.0% | +18.2% | +15.9% |
| 6M | +18.8% | +1.4% | +17.5% | +16.9% |
| YTD | +21.0% | +15.9% | +5.1% | +12.0% |
| 1Y | +34.0% | +9.4% | +24.6% | +26.7% |
| 3Y | +95.3% | +124.4% | -29.1% | +28.4% |
| All | +41.2% | +140.2% | -99.0% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded TT 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling