+67.7%
USAR vs BHP
+81.6%
-13.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.7% | -3.6% |
| 7D | -4.4% | +0.9% | -5.3% | -5.0% |
| 30D | -10.4% | +4.0% | -14.4% | -12.7% |
| 3M | -18.4% | +11.3% | -29.6% | -23.7% |
| 6M | -8.8% | +29.3% | -38.1% | -19.7% |
| YTD | +43.4% | +59.2% | -15.9% | +19.8% |
| 1Y | +21.0% | +80.8% | -59.9% | -0.9% |
| All | +67.7% | +81.6% | -13.9% | +39.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling