+84.9%
USB vs UUUU
+399.3%
-314.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.8% | +7.5% | +0.4% |
| 7D | +1.4% | -6.9% | +8.3% | +2.0% |
| 30D | +6.4% | -32.3% | +38.8% | +10.0% |
| 3M | -4.5% | -52.8% | +48.4% | +1.8% |
| 6M | +11.4% | -68.5% | +79.8% | +22.3% |
| YTD | +17.1% | -53.6% | +70.7% | +21.8% |
| 1Y | +32.6% | -59.1% | +91.7% | +39.1% |
| 3Y | +101.8% | -14.7% | +116.5% | +87.1% |
| 5Y | +25.1% | -35.4% | +60.6% | +14.4% |
| 10Y | +84.9% | +378.0% | -293.2% | +23.0% |
| All | +84.9% | +399.3% | -314.4% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling