-19.0%
USAR vs BHP
+50.6%
-69.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +2.0% |
| 7D | -0.8% | -0.5% | -0.3% | -0.2% |
| 30D | -20.9% | -4.5% | -16.4% | -17.9% |
| 3M | -56.2% | -6.9% | -49.3% | -53.5% |
| 6M | -67.9% | -10.6% | -57.3% | -64.9% |
| YTD | -31.4% | +37.2% | -68.6% | -35.6% |
| 1Y | -45.1% | +48.0% | -93.1% | -49.1% |
| 3Y | -20.3% | +52.6% | -72.9% | -25.5% |
| All | -19.0% | +50.6% | -69.6% | -24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling