-49.8%
USAR vs BRKR
+65.8%
-115.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +12.9% | -18.8% | -11.3% |
| 7D | -21.8% | +2.9% | -24.6% | -22.9% |
| 30D | -39.9% | -0.1% | -39.8% | -40.1% |
| 3M | -52.5% | +26.9% | -79.5% | -57.7% |
| 6M | -67.9% | +75.6% | -143.5% | -80.7% |
| YTD | -31.1% | +35.8% | -66.9% | -51.3% |
| 1Y | -49.8% | +58.6% | -108.5% | -66.6% |
| All | -49.8% | +65.8% | -115.7% | -66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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