+75.4%
USAR vs BHP
+74.3%
+1.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.5% | -0.8% |
| 7D | +2.3% | +1.3% | +1.0% | +1.5% |
| 30D | -8.6% | +4.0% | -12.6% | -10.9% |
| 3M | -20.5% | +12.3% | -32.8% | -25.9% |
| 6M | +1.2% | +30.8% | -29.6% | -10.6% |
| YTD | +48.4% | +58.8% | -10.4% | +25.4% |
| 1Y | +30.6% | +76.8% | -46.2% | +8.5% |
| 3Y | +73.6% | +87.5% | -13.8% | +46.2% |
| All | +75.4% | +74.3% | +1.1% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BHP 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling