-49.8%
USAR vs BNY
+45.2%
-95.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +2.3% | -8.1% | -8.4% |
| 7D | -21.8% | +2.8% | -24.5% | -24.3% |
| 30D | -39.9% | +6.7% | -46.6% | -44.3% |
| 3M | -52.5% | -2.2% | -50.3% | -51.9% |
| 6M | -67.9% | +16.8% | -84.7% | -74.4% |
| YTD | -31.1% | +33.9% | -65.0% | -56.3% |
| 1Y | -49.8% | +43.9% | -93.7% | -73.1% |
| All | -49.8% | +45.2% | -95.0% | -73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 1y: compounded portfolio wealth divided by compounded BNY 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…
1y analysis · Full analysis span regression · 6 months rolling