+24.8%
USAR vs A
+21.7%
+3.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.0% | -0.7% |
| 7D | -2.1% | -1.9% | -0.2% | -1.1% |
| 30D | +2.6% | +6.9% | -4.3% | -0.1% |
| 3M | -35.0% | +9.2% | -44.3% | -37.3% |
| 6M | -6.9% | +25.7% | -32.6% | -19.1% |
| YTD | +48.0% | +11.5% | +36.4% | +34.2% |
| 1Y | +24.8% | +18.4% | +6.4% | +11.7% |
| All | +24.8% | +21.7% | +3.1% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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