+59.3%
USAR vs BDX
-7.5%
+66.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.9% | -4.1% | -5.5% |
| 7D | -9.3% | -5.4% | -3.9% | -8.1% |
| 30D | -15.2% | -2.2% | -13.0% | -14.7% |
| 3M | -21.1% | +20.1% | -41.2% | -25.4% |
| 6M | -21.6% | +9.1% | -30.6% | -23.0% |
| YTD | +34.8% | +17.9% | +16.9% | +28.0% |
| 1Y | +15.6% | +22.1% | -6.4% | +8.5% |
| 3Y | +57.7% | -10.5% | +68.3% | +54.6% |
| All | +59.3% | -7.5% | +66.7% | +56.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling