+53.0%
USAR vs BNY
+287.0%
-234.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -11.6% | -1.3% | -10.3% | -11.2% |
| 30D | -15.5% | -0.2% | -15.3% | -15.4% |
| 3M | -31.0% | +14.9% | -46.0% | -34.9% |
| 6M | -26.2% | +40.0% | -66.2% | -34.6% |
| YTD | +30.8% | +42.0% | -11.2% | +16.0% |
| 1Y | +7.1% | +56.9% | -49.8% | -6.0% |
| 3Y | +53.0% | +289.9% | -236.9% | +37.7% |
| All | +53.0% | +287.0% | -234.0% | +37.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling