-20.3%
USAR vs ALL
+117.7%
-138.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.8% | +1.3% |
| 7D | -0.8% | +5.0% | -5.8% | +1.9% |
| 30D | -20.9% | +13.3% | -34.3% | -15.6% |
| 3M | -56.2% | +3.2% | -59.3% | -54.8% |
| 6M | -67.9% | +25.3% | -93.2% | -64.1% |
| YTD | -31.4% | +30.5% | -61.9% | -22.3% |
| 1Y | -45.1% | +29.2% | -74.3% | -37.8% |
| 3Y | -20.3% | +119.1% | -139.4% | -8.6% |
| All | -20.3% | +117.7% | -138.0% | -8.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling