+3,422.7%
V vs USB
+220.2%
+3,202.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.9% | +1.9% | +3.1% |
| 7D | +9.0% | +2.4% | +6.6% | +8.0% |
| 30D | +18.1% | +6.6% | +11.5% | +15.1% |
| 3M | +18.3% | -4.1% | +22.4% | +20.2% |
| 6M | +34.1% | +12.5% | +21.6% | +27.4% |
| YTD | +25.2% | +17.6% | +7.6% | +16.5% |
| 1Y | +29.3% | +36.5% | -7.2% | +13.1% |
| 3Y | +83.4% | +95.4% | -12.0% | +35.3% |
| 5Y | +117.2% | +26.1% | +91.0% | +86.0% |
| 10Y | +483.0% | +101.3% | +381.7% | +288.4% |
| All | +3,422.7% | +220.2% | +3,202.5% | +1,889.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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