-49.8%
USAR vs APTV
-46.4%
-3.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +4.6% | -10.5% | -7.7% |
| 7D | -21.8% | -1.9% | -19.9% | -21.3% |
| 30D | -39.9% | -1.4% | -38.5% | -39.6% |
| 3M | -52.5% | -9.3% | -43.2% | -50.6% |
| 6M | -67.9% | -27.3% | -40.6% | -64.1% |
| YTD | -31.1% | -43.1% | +12.1% | -27.7% |
| 1Y | -49.8% | -46.5% | -3.3% | -42.8% |
| All | -49.8% | -46.4% | -3.5% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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