+25.7%
USB vs UUUU
-40.6%
+66.3%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.0% |
| 7D | +2.6% | -1.1% | +3.6% | +2.6% |
| 30D | +8.4% | -21.0% | +29.4% | +10.4% |
| 3M | -5.5% | -54.8% | +49.3% | +0.4% |
| 6M | +17.7% | -67.3% | +85.1% | +27.9% |
| YTD | +17.6% | -54.7% | +72.2% | +21.8% |
| 1Y | +33.9% | -57.4% | +91.3% | +39.0% |
| 3Y | +103.8% | -19.6% | +123.5% | +88.3% |
| All | +25.7% | -40.6% | +66.3% | +15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling