+53.0%
USAR vs BDX
-10.0%
+63.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -3.2% |
| 7D | -11.6% | -3.2% | -8.5% | -10.9% |
| 30D | -15.5% | -2.5% | -12.9% | -14.9% |
| 3M | -31.0% | +21.4% | -52.4% | -35.1% |
| 6M | -26.2% | +10.4% | -36.6% | -27.9% |
| YTD | +30.8% | +18.8% | +11.9% | +23.5% |
| 1Y | +7.1% | +21.7% | -14.6% | +0.3% |
| 3Y | +53.0% | -10.0% | +62.9% | +49.8% |
| All | +53.0% | -10.0% | +63.0% | +49.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling