-49.8%
USAR vs BUD
+38.4%
-88.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +3.1% | -9.0% | -5.9% |
| 7D | -21.8% | +3.3% | -25.1% | -21.7% |
| 30D | -39.9% | +11.8% | -51.8% | -40.7% |
| 3M | -52.5% | -1.1% | -51.4% | -52.3% |
| 6M | -67.9% | +14.9% | -82.8% | -69.5% |
| YTD | -31.1% | +32.6% | -63.7% | -24.4% |
| 1Y | -49.8% | +37.2% | -87.0% | -42.9% |
| All | -49.8% | +38.4% | -88.2% | -42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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