-68.6%
USAR vs BAX
+46.8%
-115.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.7% | +4.3% |
| 7D | +0.8% | -0.6% | +1.4% | +0.7% |
| 30D | -30.1% | +6.3% | -36.4% | -29.4% |
| 3M | -56.3% | -4.6% | -51.7% | -56.8% |
| 6M | -68.6% | +50.4% | -119.0% | -61.2% |
| All | -68.6% | +46.8% | -115.4% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 6mo: compounded portfolio wealth divided by compounded BAX 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…
6mo analysis · Full analysis span regression · 6 months rolling