-48.0%
USAR vs AS
+0.9%
-48.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +0.5% | +10.4% | +10.6% |
| 7D | -14.5% | +6.9% | -21.4% | -17.4% |
| 30D | -37.8% | +16.0% | -53.8% | -42.5% |
| 3M | -52.8% | -12.8% | -39.9% | -49.3% |
| 6M | -71.2% | -15.4% | -55.9% | -68.8% |
| YTD | -30.9% | -15.7% | -15.1% | -31.1% |
| 1Y | -48.0% | +6.1% | -54.1% | -46.4% |
| All | -48.0% | +0.9% | -48.9% | -46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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