+44.5%
AAPL vs USAR
+12.3%
+32.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -6.0% | +9.5% | +3.7% |
| 7D | -0.5% | -9.3% | +8.8% | -0.3% |
| 30D | +7.1% | -15.2% | +22.3% | +7.5% |
| 3M | +12.1% | -21.1% | +33.2% | +12.7% |
| 6M | +25.4% | -21.6% | +47.0% | +25.6% |
| YTD | +20.5% | +34.8% | -14.3% | +20.2% |
| 1Y | +44.5% | +15.6% | +28.9% | +48.6% |
| All | +44.5% | +12.3% | +32.2% | +48.6% |
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