+67.7%
USAR vs APTV
-56.4%
+124.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.7% | -0.7% | -2.9% |
| 7D | -4.4% | -1.2% | -3.3% | -4.3% |
| 30D | -10.4% | -10.6% | +0.2% | -8.4% |
| 3M | -18.4% | -35.0% | +16.6% | -11.9% |
| 6M | -8.8% | -38.9% | +30.1% | -2.0% |
| YTD | +43.4% | -41.5% | +84.9% | +53.6% |
| 1Y | +21.0% | -45.8% | +66.8% | +30.5% |
| All | +67.7% | -56.4% | +124.2% | +76.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling