+21.0%
USAR vs A
+13.9%
+7.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.4% | -2.0% | -2.7% |
| 7D | -4.4% | -4.4% | 0.0% | -2.2% |
| 30D | -10.4% | -2.7% | -7.7% | -8.8% |
| 3M | -18.4% | +7.0% | -25.4% | -20.9% |
| 6M | -8.8% | +24.6% | -33.4% | -20.1% |
| YTD | +43.4% | +7.0% | +36.3% | +32.7% |
| 1Y | +21.0% | +15.6% | +5.4% | +10.3% |
| All | +21.0% | +13.9% | +7.1% | +10.3% |
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