+933.9%
DELL vs USAR
+68.6%
+865.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.7% | +0.5% |
| 7D | +8.7% | -4.4% | +13.2% | +9.1% |
| 30D | +16.9% | -10.4% | +27.3% | +17.7% |
| 3M | +40.4% | -18.4% | +58.8% | +41.5% |
| 6M | +267.1% | -8.8% | +275.9% | +269.1% |
| YTD | +329.1% | +43.4% | +285.7% | +325.6% |
| 1Y | +346.9% | +21.0% | +325.9% | +340.6% |
| 3Y | +696.6% | +67.7% | +628.9% | +813.5% |
| All | +933.9% | +68.6% | +865.3% | +1,167.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling