+75.4%
USAR vs ADM
+19.4%
+55.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +2.3% | -0.1% | +2.4% | +2.3% |
| 30D | -8.6% | +11.0% | -19.7% | -8.8% |
| 3M | -20.5% | +6.0% | -26.5% | -20.5% |
| 6M | +1.2% | +26.9% | -25.7% | +0.8% |
| YTD | +48.4% | +50.0% | -1.6% | +48.2% |
| 1Y | +30.6% | +39.6% | -9.0% | +29.7% |
| 3Y | +73.6% | +18.5% | +55.1% | +81.0% |
| All | +75.4% | +19.4% | +55.9% | +82.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling