+168.4%
DELL vs USAR
-53.4%
+221.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +4.4% | +7.4% | +10.7% |
| 7D | +0.4% | +0.8% | -0.4% | +0.4% |
| 30D | -35.1% | -30.1% | -5.0% | -29.8% |
| 3M | -15.1% | -56.3% | +41.2% | +0.3% |
| 6M | +51.7% | -68.6% | +120.3% | +84.9% |
| YTD | +200.0% | -30.5% | +230.5% | +223.8% |
| All | +168.4% | -53.4% | +221.7% | +204.9% |
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