+214.5%
USB vs UUUU
-96.3%
+310.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.6% |
| 7D | 0.0% | -13.6% | +13.6% | +0.8% |
| 30D | +5.8% | -35.1% | +40.9% | +8.4% |
| 3M | -6.0% | -48.4% | +42.4% | -2.7% |
| 6M | +7.8% | -71.7% | +79.4% | +14.9% |
| YTD | +14.6% | -54.2% | +68.8% | +17.8% |
| 1Y | +31.8% | -56.0% | +87.7% | +35.5% |
| 3Y | +91.5% | -13.1% | +104.6% | +84.2% |
| 5Y | +22.0% | -35.2% | +57.3% | +16.8% |
| 10Y | +96.1% | +404.5% | -308.5% | +60.4% |
| All | +214.5% | -96.3% | +310.8% | +160.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling