-45.1%
USAR vs ALB
-15.8%
-29.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +2.1% |
| 7D | -0.8% | -5.8% | +5.0% | +3.6% |
| 30D | -20.9% | -4.5% | -16.4% | -18.3% |
| 3M | -56.2% | -28.1% | -28.1% | -45.4% |
| 6M | -67.9% | -53.2% | -14.7% | -49.1% |
| YTD | -31.4% | -33.3% | +1.9% | -8.8% |
| 1Y | -45.1% | -17.4% | -27.6% | -22.8% |
| All | -45.1% | -15.8% | -29.3% | -22.8% |
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