-54.0%
USAR vs BUD
+38.6%
-92.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.1% | -10.7% | -9.5% |
| 7D | -9.1% | +6.0% | -15.1% | -8.9% |
| 30D | -36.9% | +11.3% | -48.2% | -37.2% |
| 3M | -58.4% | +3.6% | -62.0% | -58.3% |
| 6M | -70.6% | +7.7% | -78.3% | -71.0% |
| YTD | -33.4% | +36.4% | -69.8% | -24.9% |
| 1Y | -54.0% | +37.8% | -91.9% | -47.5% |
| All | -54.0% | +38.6% | -92.7% | -47.5% |
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