-52.3%
USAR vs BUD
+31.7%
-84.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.4% |
| 7D | +8.8% | -1.6% | +10.3% | +8.6% |
| 30D | -28.5% | +6.7% | -35.1% | -28.7% |
| 3M | -56.2% | +5.9% | -62.0% | -56.2% |
| 6M | -68.4% | +5.1% | -73.5% | -68.8% |
| YTD | -32.2% | +32.9% | -65.1% | -21.0% |
| 1Y | -52.3% | +31.8% | -84.1% | -44.0% |
| All | -52.3% | +31.7% | -84.0% | -44.0% |
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