+59.3%
USAR vs APTV
-58.5%
+117.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +2.7% | -8.6% | -6.5% |
| 7D | -9.3% | -1.8% | -7.5% | -9.1% |
| 30D | -15.2% | -7.9% | -7.3% | -13.8% |
| 3M | -21.1% | -29.9% | +8.8% | -16.2% |
| 6M | -21.6% | -36.6% | +15.0% | -16.3% |
| YTD | +34.8% | -40.0% | +74.7% | +43.5% |
| 1Y | +15.6% | -44.0% | +59.7% | +23.8% |
| 3Y | +57.7% | -54.5% | +112.2% | +65.1% |
| All | +59.3% | -58.5% | +117.8% | +66.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling