+86.2%
PSX vs USAR
-55.1%
+141.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -9.6% | +8.7% | -1.1% |
| 7D | -7.8% | -9.1% | +1.3% | -8.0% |
| 30D | -9.9% | -36.9% | +27.1% | -10.5% |
| 3M | +16.9% | -58.4% | +75.3% | +15.8% |
| 6M | +48.0% | -70.6% | +118.6% | +46.9% |
| YTD | +98.3% | -33.4% | +131.8% | +91.1% |
| 1Y | +86.2% | -54.0% | +140.2% | +80.1% |
| All | +86.2% | -55.1% | +141.3% | +80.1% |
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