+75.4%
USAR vs BN
+75.3%
+0.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +2.9% | +1.0% |
| 7D | +2.3% | -1.2% | +3.5% | +2.6% |
| 30D | -8.6% | -10.9% | +2.3% | -5.6% |
| 3M | -20.5% | -11.1% | -9.4% | -17.8% |
| 6M | +1.2% | -4.4% | +5.6% | +3.6% |
| YTD | +48.4% | -14.1% | +62.5% | +53.6% |
| 1Y | +30.6% | -11.1% | +41.7% | +35.1% |
| 3Y | +73.6% | +75.6% | -1.9% | +81.9% |
| All | +75.4% | +75.3% | +0.1% | +83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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