+26.0%
C vs USAR
-49.3%
+75.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.9% | +7.5% | +2.2% |
| 7D | +1.1% | -21.8% | +22.8% | +3.2% |
| 30D | -2.4% | -39.9% | +37.5% | +1.8% |
| 3M | -8.4% | -52.5% | +44.2% | -2.8% |
| 6M | +0.3% | -67.9% | +68.3% | +8.5% |
| YTD | +9.1% | -31.1% | +40.2% | +11.0% |
| 1Y | +26.0% | -49.8% | +75.9% | +30.0% |
| All | +26.0% | -49.3% | +75.3% | +30.0% |
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