+75.4%
USAR vs CNH
-3.7%
+79.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.6% | +5.8% | +1.3% |
| 7D | +2.3% | +8.8% | -6.5% | +0.6% |
| 30D | -8.6% | +24.7% | -33.3% | -12.5% |
| 3M | -20.5% | +27.3% | -47.8% | -24.2% |
| 6M | +1.2% | +23.2% | -21.9% | -3.8% |
| YTD | +48.4% | +48.9% | -0.5% | +39.5% |
| 1Y | +30.6% | +19.4% | +11.2% | +23.6% |
| 3Y | +73.6% | +7.8% | +65.9% | +67.5% |
| All | +75.4% | -3.7% | +79.0% | +69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 10y: compounded portfolio wealth divided by compounded CNH 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…
10y analysis · Full analysis span regression · 6 months rolling