+8.9%
GE vs USAR
-49.3%
+58.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -5.9% | +8.6% | +3.2% |
| 7D | +9.4% | -21.8% | +31.2% | +11.3% |
| 30D | +7.5% | -39.9% | +47.5% | +11.2% |
| 3M | -12.5% | -52.5% | +40.0% | -8.3% |
| 6M | +17.8% | -67.9% | +85.7% | +25.2% |
| YTD | +7.4% | -31.1% | +38.5% | +6.3% |
| 1Y | +8.9% | -49.8% | +58.7% | +8.9% |
| All | +8.9% | -49.3% | +58.2% | +8.9% |
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