-49.8%
USAR vs BDX
+54.0%
-103.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +5.6% | -11.4% | -5.4% |
| 7D | -21.8% | +7.2% | -28.9% | -21.3% |
| 30D | -39.9% | +15.8% | -55.7% | -39.4% |
| 3M | -52.5% | +23.7% | -76.2% | -51.7% |
| 6M | -67.9% | +44.8% | -112.8% | -67.9% |
| YTD | -31.1% | +39.8% | -70.9% | -31.2% |
| 1Y | -49.8% | +52.3% | -102.2% | -50.4% |
| All | -49.8% | +54.0% | -103.8% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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