-49.8%
USAR vs BTSG
+111.7%
-161.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.1% | -5.8% | -5.8% |
| 7D | -21.8% | +17.4% | -39.1% | -26.3% |
| 30D | -39.9% | +12.6% | -52.5% | -42.5% |
| 3M | -52.5% | +11.2% | -63.7% | -54.4% |
| 6M | -67.9% | +30.4% | -98.3% | -72.7% |
| YTD | -31.1% | +86.4% | -117.5% | -52.6% |
| 1Y | -49.8% | +117.9% | -167.8% | -68.3% |
| All | -49.8% | +111.7% | -161.5% | -68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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