+7.1%
USAR vs BTSG
+113.2%
-106.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.5% | -4.5% | -3.5% |
| 7D | -11.6% | -3.3% | -8.3% | -10.6% |
| 30D | -15.5% | -1.6% | -13.9% | -15.1% |
| 3M | -31.0% | -6.9% | -24.1% | -30.6% |
| 6M | -26.2% | +42.1% | -68.3% | -34.9% |
| YTD | +30.8% | +56.8% | -26.1% | +14.1% |
| 1Y | +7.1% | +109.8% | -102.7% | +8.6% |
| All | +7.1% | +113.2% | -106.1% | +8.6% |
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