-49.8%
USAR vs CAH
+38.5%
-88.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +3.6% | -9.4% | -4.3% |
| 7D | -21.8% | +7.0% | -28.8% | -19.3% |
| 30D | -39.9% | +12.4% | -52.3% | -36.6% |
| 3M | -52.5% | +12.2% | -64.7% | -49.9% |
| 6M | -67.9% | +33.2% | -101.2% | -63.2% |
| YTD | -31.1% | +28.4% | -59.5% | -15.8% |
| 1Y | -49.8% | +35.0% | -84.9% | -37.9% |
| All | -49.8% | +38.5% | -88.4% | -37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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