-14.5%
USAR vs A
+67.3%
-81.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +3.1% | +3.4% | +5.5% |
| 7D | -1.1% | +4.8% | -5.8% | -2.4% |
| 30D | -30.3% | +5.6% | -35.9% | -31.2% |
| 3M | -54.7% | +23.6% | -78.3% | -57.3% |
| 6M | -67.5% | +56.4% | -123.9% | -71.6% |
| YTD | -26.4% | +33.4% | -59.8% | -33.6% |
| 1Y | -49.5% | +23.7% | -73.2% | -53.9% |
| 3Y | -14.5% | +71.0% | -85.5% | -21.8% |
| All | -14.5% | +67.3% | -81.8% | -21.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling