+15.6%
USAR vs BB
+101.1%
-85.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.7% | -3.3% | -4.7% |
| 7D | -9.3% | -2.1% | -7.2% | -8.4% |
| 30D | -15.2% | -16.0% | +0.9% | -8.3% |
| 3M | -21.1% | -14.5% | -6.6% | -16.4% |
| 6M | -21.6% | +118.6% | -140.1% | -43.4% |
| YTD | +34.8% | +98.9% | -64.2% | +0.6% |
| 1Y | +15.6% | +99.5% | -83.8% | +3.4% |
| All | +15.6% | +101.1% | -85.4% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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