-54.0%
USAR vs ALL
+32.6%
-86.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +2.9% | -12.5% | -6.4% |
| 7D | -9.1% | -0.1% | -8.9% | -8.3% |
| 30D | -36.9% | +13.8% | -50.8% | -27.0% |
| 3M | -58.4% | -2.8% | -55.6% | -58.9% |
| 6M | -70.6% | +23.7% | -94.3% | -62.1% |
| YTD | -33.4% | +27.3% | -60.7% | -10.7% |
| 1Y | -54.0% | +30.5% | -84.6% | -37.6% |
| All | -54.0% | +32.6% | -86.6% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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