+62.4%
EWY vs USAR
-49.3%
+111.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.9% | +4.0% | -0.4% |
| 7D | -8.3% | -21.8% | +13.4% | -2.5% |
| 30D | -20.5% | -39.9% | +19.4% | -10.0% |
| 3M | -11.1% | -52.5% | +41.4% | +6.0% |
| 6M | -7.0% | -67.9% | +60.9% | +20.2% |
| YTD | +56.5% | -31.1% | +87.6% | +86.6% |
| 1Y | +62.4% | -49.8% | +112.3% | +95.6% |
| All | +62.4% | -49.3% | +111.7% | +95.6% |
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 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