+98.3%
USB vs UUUU
+94.2%
+4.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.3% |
| 7D | +1.4% | -1.4% | +2.8% | +1.5% |
| 30D | -1.3% | +16.3% | -17.6% | -2.2% |
| 3M | +15.2% | -16.7% | +31.9% | +16.0% |
| 6M | +18.8% | -33.7% | +52.5% | +20.5% |
| YTD | +21.0% | -0.5% | +21.5% | +19.1% |
| 1Y | +34.0% | +28.9% | +5.2% | +28.8% |
| All | +98.3% | +94.2% | +4.0% | +78.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling