-20.3%
USAR vs ADM
+11.2%
-31.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.7% | -1.6% | +1.1% |
| 7D | -0.8% | +4.2% | -5.0% | -0.8% |
| 30D | -20.9% | -12.8% | -8.1% | -21.0% |
| 3M | -56.2% | -8.5% | -47.7% | -56.2% |
| 6M | -67.9% | -10.9% | -57.0% | -67.9% |
| YTD | -31.4% | +29.4% | -60.8% | -31.6% |
| 1Y | -45.1% | +27.5% | -72.6% | -45.2% |
| 3Y | -20.3% | +10.3% | -30.7% | -16.5% |
| All | -20.3% | +11.2% | -31.5% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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