-53.5%
USAR vs BEN
+68.9%
-122.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.3% | +4.3% |
| 7D | +0.8% | +7.2% | -6.4% | -6.8% |
| 30D | -30.1% | +14.1% | -44.2% | -39.9% |
| 3M | -56.3% | +9.9% | -66.2% | -60.8% |
| 6M | -68.6% | +17.4% | -86.0% | -73.7% |
| YTD | -30.5% | +57.3% | -87.8% | -59.7% |
| 1Y | -53.5% | +66.9% | -120.4% | -75.7% |
| All | -53.5% | +68.9% | -122.4% | -75.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling