-21.2%
USAR vs CHD
+29.4%
-50.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.4% |
| 7D | +8.8% | +0.4% | +8.4% | +8.9% |
| 30D | -28.5% | +11.6% | -40.0% | -25.6% |
| 3M | -56.2% | +10.7% | -66.9% | -54.6% |
| 6M | -68.4% | +20.2% | -88.7% | -66.2% |
| YTD | -32.2% | +34.5% | -66.7% | -24.7% |
| 1Y | -52.3% | +32.6% | -84.9% | -47.2% |
| All | -21.2% | +29.4% | -50.6% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 3y: compounded portfolio wealth divided by compounded CHD 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…
3y analysis · Full analysis span regression · 6 months rolling