+143.3%
DELL vs USAR
-49.3%
+192.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -5.9% | -3.0% | -7.5% |
| 7D | -24.6% | -21.8% | -2.8% | -20.3% |
| 30D | -32.5% | -39.9% | +7.4% | -25.1% |
| 3M | -20.2% | -52.5% | +32.3% | -7.7% |
| 6M | +76.5% | -67.9% | +144.4% | +113.5% |
| YTD | +198.9% | -31.1% | +230.0% | +224.4% |
| 1Y | +143.3% | -49.8% | +193.2% | +172.7% |
| All | +143.3% | -49.3% | +192.6% | +172.7% |
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