+373.2%
ASX vs USAR
-20.3%
+393.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.4% | -1.7% | -3.9% |
| 7D | +22.1% | +8.8% | +13.3% | +21.3% |
| 30D | -23.8% | -28.5% | +4.7% | -21.9% |
| 3M | -7.6% | -56.2% | +48.6% | -2.6% |
| 6M | +6.9% | -68.4% | +75.3% | +14.0% |
| YTD | +127.7% | -32.2% | +159.9% | +140.2% |
| 1Y | +144.5% | -52.3% | +196.8% | +157.9% |
| 3Y | +377.8% | -21.2% | +399.0% | +426.5% |
| All | +373.2% | -20.3% | +393.4% | +446.5% |
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