+41.7%
DELL vs USAR
-67.8%
+109.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.1% | -8.3% | -7.7% |
| 7D | +4.9% | -0.8% | +5.7% | +5.2% |
| 30D | -32.1% | -20.9% | -11.1% | -24.4% |
| 3M | -30.2% | -56.2% | +25.9% | +0.1% |
| 6M | +41.7% | -67.9% | +109.6% | +121.4% |
| All | +41.7% | -67.8% | +109.5% | +121.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling