-54.0%
USAR vs BAH
+2.9%
-57.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.8% | -10.4% | -9.5% |
| 7D | -9.1% | +0.5% | -9.5% | -9.0% |
| 30D | -36.9% | +18.2% | -55.2% | -36.5% |
| 3M | -58.4% | +13.1% | -71.5% | -58.0% |
| 6M | -70.6% | +15.2% | -85.8% | -69.6% |
| YTD | -33.4% | +6.0% | -39.4% | -39.1% |
| 1Y | -54.0% | +3.1% | -57.1% | -57.9% |
| All | -54.0% | +2.9% | -57.0% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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