-52.3%
USAR vs COMP
+6.6%
-58.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.1% | -0.2% | -1.3% |
| 7D | +8.8% | +8.9% | -0.1% | +5.0% |
| 30D | -28.5% | +14.0% | -42.4% | -32.8% |
| 3M | -56.2% | -21.1% | -35.0% | -51.4% |
| 6M | -68.4% | +20.1% | -88.5% | -72.0% |
| YTD | -32.2% | -5.0% | -27.2% | -38.1% |
| 1Y | -52.3% | +5.7% | -58.0% | -56.9% |
| All | -52.3% | +6.6% | -58.9% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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