+389.6%
BE vs USAR
+25.8%
+363.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.4% | +0.5% | -1.4% |
| 7D | +23.9% | -4.4% | +28.4% | +26.3% |
| 30D | +27.8% | -10.4% | +38.2% | +32.5% |
| 3M | +3.7% | -18.4% | +22.1% | +11.4% |
| 6M | +78.0% | -8.8% | +86.8% | +75.4% |
| YTD | +209.9% | +43.4% | +166.5% | +151.0% |
| 1Y | +389.6% | +21.0% | +368.6% | +454.0% |
| All | +389.6% | +25.8% | +363.8% | +454.0% |
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