+75.4%
USAR vs BEN
+43.7%
+31.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +2.3% | +4.7% | -2.4% | +0.9% |
| 30D | -8.6% | +2.6% | -11.2% | -9.3% |
| 3M | -20.5% | +11.5% | -32.0% | -22.7% |
| 6M | +1.2% | +35.3% | -34.1% | -5.7% |
| YTD | +48.4% | +48.6% | -0.2% | +37.0% |
| 1Y | +30.6% | +46.7% | -16.1% | +20.1% |
| 3Y | +73.6% | +57.0% | +16.6% | +60.6% |
| All | +75.4% | +43.7% | +31.7% | +62.2% |
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