+75.4%
USAR vs A
+25.3%
+50.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +2.9% | +1.0% |
| 7D | +2.3% | -2.1% | +4.4% | +2.9% |
| 30D | -8.6% | +0.6% | -9.2% | -8.6% |
| 3M | -20.5% | +10.9% | -31.4% | -22.7% |
| 6M | +1.2% | +28.2% | -27.0% | -5.5% |
| YTD | +48.4% | +8.6% | +39.8% | +42.6% |
| 1Y | +30.6% | +15.5% | +15.1% | +24.2% |
| 3Y | +73.6% | +31.8% | +41.8% | +68.0% |
| All | +75.4% | +25.3% | +50.1% | +69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling