+74.9%
USAR vs BEN
+44.0%
+30.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.0% | -1.5% |
| 7D | -2.1% | +0.2% | -2.3% | -2.2% |
| 30D | +2.6% | -0.5% | +3.2% | +2.8% |
| 3M | -35.0% | +9.7% | -44.7% | -36.5% |
| 6M | -6.9% | +33.9% | -40.8% | -13.1% |
| YTD | +48.0% | +49.0% | -1.0% | +36.5% |
| 1Y | +24.8% | +42.1% | -17.3% | +14.7% |
| 3Y | +73.2% | +51.9% | +21.4% | +60.2% |
| All | +74.9% | +44.0% | +30.9% | +61.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling