+74.9%
USAR vs BHP
+71.3%
+3.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.2% |
| 7D | -2.1% | -2.9% | +0.8% | -0.2% |
| 30D | +2.6% | +3.4% | -0.7% | +0.6% |
| 3M | -35.0% | +4.1% | -39.1% | -36.2% |
| 6M | -6.9% | +20.6% | -27.5% | -14.8% |
| YTD | +48.0% | +56.1% | -8.1% | +26.5% |
| 1Y | +24.8% | +69.6% | -44.8% | +5.1% |
| 3Y | +73.2% | +78.8% | -5.6% | +47.5% |
| All | +74.9% | +71.3% | +3.5% | +48.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling