+21.0%
USAR vs ALL
+28.9%
-7.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.4% | -3.4% |
| 7D | -4.4% | -2.2% | -2.2% | -6.1% |
| 30D | -10.4% | -5.6% | -4.8% | -14.3% |
| 3M | -18.4% | +17.2% | -35.6% | -8.0% |
| 6M | -8.8% | +23.2% | -32.1% | +5.5% |
| YTD | +43.4% | +23.6% | +19.8% | +67.2% |
| 1Y | +21.0% | +29.2% | -8.2% | +40.9% |
| All | +21.0% | +28.9% | -7.9% | +40.9% |
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