-68.4%
USAR vs CHD
+22.8%
-91.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.6% |
| 7D | +8.8% | +0.4% | +8.4% | +9.1% |
| 30D | -28.5% | +11.6% | -40.0% | -20.1% |
| 3M | -56.2% | +10.7% | -66.9% | -52.2% |
| 6M | -68.4% | +20.2% | -88.7% | -60.5% |
| All | -68.4% | +22.8% | -91.2% | -60.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling