-53.5%
USAR vs ALK
-3.2%
-50.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.6% | +5.1% |
| 7D | +0.8% | +2.6% | -1.8% | -0.5% |
| 30D | -30.1% | +7.8% | -37.9% | -33.4% |
| 3M | -56.3% | -15.2% | -41.1% | -51.9% |
| 6M | -68.6% | +5.0% | -73.6% | -70.5% |
| YTD | -30.5% | -18.4% | -12.1% | -27.1% |
| 1Y | -53.5% | -2.4% | -51.1% | -59.0% |
| All | -53.5% | -3.2% | -50.3% | -59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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