+69.4%
USAR vs BTI
+105.7%
-36.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -3.6% |
| 7D | -4.4% | -2.4% | -2.0% | -4.8% |
| 30D | -10.4% | -4.8% | -5.6% | -11.1% |
| 3M | -18.4% | -8.1% | -10.3% | -19.4% |
| 6M | -8.8% | -4.2% | -4.6% | -10.1% |
| YTD | +43.4% | -1.3% | +44.7% | +41.8% |
| 1Y | +21.0% | +2.1% | +18.9% | +21.1% |
| 3Y | +67.7% | +108.9% | -41.2% | +68.2% |
| All | +69.4% | +105.7% | -36.3% | +70.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling