+30.6%
USAR vs ALB
+59.9%
-29.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | -1.3% |
| 7D | +2.3% | -4.4% | +6.7% | +5.0% |
| 30D | -8.6% | -1.2% | -7.5% | -8.2% |
| 3M | -20.5% | -13.3% | -7.2% | -14.2% |
| 6M | +1.2% | -19.8% | +21.0% | +10.0% |
| YTD | +48.4% | -7.9% | +56.3% | +54.2% |
| 1Y | +30.6% | +60.2% | -29.5% | +7.3% |
| All | +30.6% | +59.9% | -29.2% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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