+59.3%
USAR vs BHP
+65.5%
-6.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -5.3% | -0.7% | -2.5% |
| 7D | -9.3% | -3.7% | -5.6% | -7.0% |
| 30D | -15.2% | -0.8% | -14.3% | -14.6% |
| 3M | -21.1% | +7.6% | -28.7% | -24.3% |
| 6M | -21.6% | +20.8% | -42.4% | -27.6% |
| YTD | +34.8% | +50.8% | -16.0% | +17.9% |
| 1Y | +15.6% | +70.9% | -55.3% | -0.7% |
| 3Y | +57.7% | +78.0% | -20.3% | +37.5% |
| All | +59.3% | +65.5% | -6.2% | +38.6% |
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 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