+7.1%
USAR vs BBY
+24.8%
-17.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.1% | -6.1% | -3.6% |
| 7D | -11.6% | +0.6% | -12.2% | -11.7% |
| 30D | -15.5% | +9.4% | -24.9% | -17.1% |
| 3M | -31.0% | +19.3% | -50.4% | -34.0% |
| 6M | -26.2% | +47.9% | -74.1% | -34.0% |
| YTD | +30.8% | +39.6% | -8.8% | +17.9% |
| 1Y | +7.1% | +22.2% | -15.1% | -5.0% |
| All | +7.1% | +24.8% | -17.7% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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