-21.4%
USAR vs BEN
+52.0%
-73.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.2% | -10.8% | -10.0% |
| 7D | -9.1% | +12.1% | -21.2% | -12.7% |
| 30D | -36.9% | +13.4% | -50.3% | -39.6% |
| 3M | -58.4% | +9.4% | -67.8% | -59.6% |
| 6M | -70.6% | +19.3% | -89.9% | -72.1% |
| YTD | -33.4% | +57.3% | -90.7% | -39.8% |
| 1Y | -54.0% | +69.1% | -123.1% | -58.7% |
| 3Y | -22.7% | +85.6% | -108.3% | -29.9% |
| All | -21.4% | +52.0% | -73.4% | -28.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling