+7.1%
USAR vs BDX
+22.7%
-15.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -3.0% |
| 7D | -11.6% | -3.2% | -8.5% | -11.6% |
| 30D | -15.5% | -2.5% | -12.9% | -15.4% |
| 3M | -31.0% | +21.4% | -52.4% | -31.6% |
| 6M | -26.2% | +10.4% | -36.6% | -22.3% |
| YTD | +30.8% | +18.8% | +11.9% | +28.7% |
| 1Y | +7.1% | +21.7% | -14.6% | +6.4% |
| All | +7.1% | +22.7% | -15.7% | +6.4% |
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