+69.4%
USAR vs BEN
+41.5%
+27.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -2.9% |
| 7D | -4.4% | +3.4% | -7.8% | -5.4% |
| 30D | -10.4% | +1.8% | -12.2% | -10.8% |
| 3M | -18.4% | +8.4% | -26.7% | -20.0% |
| 6M | -8.8% | +35.6% | -44.5% | -14.8% |
| YTD | +43.4% | +46.4% | -3.0% | +33.0% |
| 1Y | +21.0% | +46.3% | -25.3% | +11.7% |
| 3Y | +67.7% | +54.6% | +13.1% | +55.9% |
| All | +69.4% | +41.5% | +27.9% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling