+164.7%
USCI vs SPY
+312.5%
-147.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.3% |
| 7D | +2.8% | -0.4% | +3.2% | +2.9% |
| 30D | +7.4% | -1.4% | +8.8% | +7.8% |
| 3M | +14.8% | +3.7% | +11.1% | +13.6% |
| 6M | +24.1% | +13.0% | +11.1% | +19.8% |
| YTD | +42.4% | +12.4% | +30.0% | +37.6% |
| 1Y | +44.1% | +18.5% | +25.5% | +37.2% |
| 3Y | +86.0% | +77.6% | +8.3% | +56.9% |
| 5Y | +179.2% | +81.7% | +97.5% | +132.0% |
| 10Y | +164.7% | +319.7% | -154.9% | +74.8% |
| All | +164.7% | +312.5% | -147.8% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SPY 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling