+54.5%
USAR vs BTI
+109.1%
-54.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -2.9% |
| 7D | -11.6% | -0.2% | -11.4% | -11.7% |
| 30D | -15.5% | -1.1% | -14.4% | -15.6% |
| 3M | -31.0% | -8.8% | -22.3% | -31.7% |
| 6M | -26.2% | -4.0% | -22.3% | -27.1% |
| YTD | +30.8% | +0.4% | +30.4% | +29.8% |
| 1Y | +7.1% | +1.9% | +5.2% | +7.5% |
| 3Y | +53.0% | +108.5% | -55.5% | +53.9% |
| All | +54.5% | +109.1% | -54.6% | +55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling