+54.5%
USAR vs BBY
+31.2%
+23.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.1% | -6.1% | -3.2% |
| 7D | -11.6% | +0.6% | -12.2% | -11.7% |
| 30D | -15.5% | +9.4% | -24.9% | -16.1% |
| 3M | -31.0% | +19.3% | -50.4% | -32.1% |
| 6M | -26.2% | +47.9% | -74.1% | -28.8% |
| YTD | +30.8% | +39.6% | -8.8% | +26.5% |
| 1Y | +7.1% | +22.2% | -15.1% | +4.1% |
| 3Y | +53.0% | +45.0% | +8.0% | +51.2% |
| All | +54.5% | +31.2% | +23.3% | +52.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling