+389.1%
ASX vs USAR
+74.0%
+315.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.2% |
| 7D | -0.7% | -2.1% | +1.4% | -0.6% |
| 30D | +2.0% | +2.6% | -0.6% | +1.7% |
| 3M | -1.3% | -35.0% | +33.7% | +0.2% |
| 6M | +71.4% | -6.9% | +78.3% | +72.2% |
| YTD | +135.3% | +48.0% | +87.3% | +135.9% |
| 1Y | +267.5% | +24.8% | +242.7% | +268.5% |
| 3Y | +388.5% | +73.2% | +315.2% | +409.9% |
| All | +389.1% | +74.0% | +315.1% | +436.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling