-48.0%
USAR vs ALLY
-1.7%
-46.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -1.7% | +12.5% | +12.4% |
| 7D | -14.5% | +0.9% | -15.4% | -15.7% |
| 30D | -37.8% | +3.1% | -40.9% | -39.8% |
| 3M | -52.8% | -12.6% | -40.2% | -46.6% |
| 6M | -71.2% | -12.4% | -58.8% | -67.8% |
| YTD | -30.9% | -13.2% | -17.7% | -18.3% |
| 1Y | -48.0% | +1.8% | -49.8% | -48.9% |
| All | -48.0% | -1.7% | -46.3% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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