+53.1%
DOW vs USAR
-52.4%
+105.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.4% | -1.0% | +3.5% |
| 7D | -0.5% | +0.8% | -1.3% | -0.4% |
| 30D | +15.7% | -30.1% | +45.8% | +15.1% |
| 3M | +5.3% | -56.3% | +61.6% | +4.2% |
| 6M | -14.2% | -68.6% | +54.4% | -14.5% |
| YTD | +43.9% | -30.5% | +74.5% | +42.6% |
| 1Y | +53.1% | -53.5% | +106.5% | +50.7% |
| All | +53.1% | -52.4% | +105.5% | +50.7% |
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