+73.0%
USAR vs APD
+9.1%
+63.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.5% |
| 7D | -2.1% | -2.2% | +0.1% | -2.2% |
| 30D | +2.6% | +2.1% | +0.5% | +2.7% |
| 3M | -35.0% | +7.2% | -42.2% | -34.8% |
| 6M | -6.9% | +11.2% | -18.1% | -6.3% |
| YTD | +48.0% | +24.4% | +23.6% | +50.0% |
| 1Y | +24.8% | +6.7% | +18.1% | +24.3% |
| All | +73.0% | +9.1% | +63.9% | +76.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling