-14.5%
USAR vs BP
+48.5%
-63.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.1% | +6.4% | +6.5% |
| 7D | -1.1% | -6.9% | +5.8% | -2.0% |
| 30D | -30.3% | -3.6% | -26.7% | -30.5% |
| 3M | -54.7% | +8.4% | -63.1% | -54.3% |
| 6M | -67.5% | +5.3% | -72.8% | -67.3% |
| YTD | -26.4% | +33.2% | -59.5% | -27.7% |
| 1Y | -49.5% | +28.2% | -77.7% | -50.4% |
| 3Y | -14.5% | +49.2% | -63.7% | -14.4% |
| All | -14.5% | +48.5% | -63.0% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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