+27.0%
AAPL vs USAR
-54.4%
+81.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.6% | +9.0% | -0.3% |
| 7D | +5.0% | -9.1% | +14.1% | +5.2% |
| 30D | +3.5% | -36.9% | +40.5% | +4.7% |
| 3M | +13.1% | -58.4% | +71.5% | +15.6% |
| 6M | +19.0% | -70.6% | +89.7% | +23.3% |
| YTD | +28.5% | -33.4% | +62.0% | +31.4% |
| All | +27.0% | -54.4% | +81.4% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 1y: compounded portfolio wealth divided by compounded USAR 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…
1y analysis · Full analysis span regression · 6 months rolling