+55.3%
BE vs USAR
-49.3%
+104.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -5.9% | -0.5% | -3.4% |
| 7D | -12.1% | -21.8% | +9.6% | -0.6% |
| 30D | -30.1% | -39.9% | +9.8% | -10.0% |
| 3M | -12.1% | -52.5% | +40.4% | +23.6% |
| 6M | -30.6% | -67.9% | +37.4% | +16.4% |
| YTD | +130.6% | -31.1% | +161.7% | +120.1% |
| 1Y | +55.3% | -49.8% | +105.1% | +83.6% |
| All | +55.3% | -49.3% | +104.6% | +83.6% |
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