+312.3%
DELL vs USAR
+12.3%
+299.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -6.0% | +0.6% | -4.5% |
| 7D | -1.9% | -9.3% | +7.4% | -0.6% |
| 30D | +14.9% | -15.2% | +30.1% | +17.3% |
| 3M | +37.2% | -21.1% | +58.3% | +40.0% |
| 6M | +254.0% | -21.6% | +275.5% | +262.6% |
| YTD | +306.1% | +34.8% | +271.4% | +309.6% |
| 1Y | +312.3% | +15.6% | +296.6% | +367.7% |
| All | +312.3% | +12.3% | +299.9% | +367.7% |
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