+24.8%
USAR vs AZO
-28.9%
+53.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.5% |
| 7D | -2.1% | +0.7% | -2.8% | -2.2% |
| 30D | +2.6% | -2.7% | +5.3% | +3.2% |
| 3M | -35.0% | -3.2% | -31.8% | -35.0% |
| 6M | -6.9% | -19.7% | +12.9% | +0.4% |
| YTD | +48.0% | -12.0% | +60.0% | +67.6% |
| 1Y | +24.8% | -29.5% | +54.3% | +24.4% |
| All | +24.8% | -28.9% | +53.7% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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