+65.4%
AAPL vs USAR
+74.5%
-9.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.2% |
| 7D | -2.7% | +2.3% | -5.1% | -2.7% |
| 30D | +1.0% | -8.6% | +9.6% | +1.0% |
| 3M | +5.0% | -20.5% | +25.4% | +5.1% |
| 6M | +23.0% | +1.2% | +21.8% | +23.2% |
| YTD | +16.6% | +48.4% | -31.8% | +17.2% |
| 1Y | +33.4% | +30.6% | +2.8% | +34.5% |
| 3Y | +79.9% | +73.6% | +6.2% | +87.0% |
| All | +65.4% | +74.5% | -9.1% | +75.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling