-54.0%
USAR vs APD
+22.2%
-76.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.4% | -10.0% | -9.7% |
| 7D | -9.1% | -0.2% | -8.8% | -8.9% |
| 30D | -36.9% | +11.0% | -48.0% | -38.7% |
| 3M | -58.4% | +1.3% | -59.7% | -58.5% |
| 6M | -70.6% | +6.4% | -77.0% | -71.0% |
| YTD | -33.4% | +28.9% | -62.4% | -39.8% |
| 1Y | -54.0% | +23.2% | -77.3% | -58.0% |
| All | -54.0% | +22.2% | -76.3% | -58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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