+108.7%
USB vs UUUU
+518.4%
-409.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.3% |
| 7D | +1.4% | -1.4% | +2.8% | +1.6% |
| 30D | -1.3% | +16.3% | -17.6% | -2.9% |
| 3M | +15.2% | -16.7% | +31.9% | +16.4% |
| 6M | +18.8% | -33.7% | +52.5% | +21.7% |
| YTD | +21.0% | -0.5% | +21.5% | +17.9% |
| 1Y | +34.0% | +28.9% | +5.2% | +25.3% |
| 3Y | +95.3% | +99.9% | -4.5% | +67.7% |
| 5Y | +40.4% | +135.3% | -94.9% | +13.4% |
| All | +108.7% | +518.4% | -409.6% | +30.3% |
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