+73.6%
USAR vs COR
+87.4%
-13.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | -0.3% |
| 7D | +2.3% | -1.9% | +4.2% | +1.8% |
| 30D | -8.6% | +1.5% | -10.2% | -8.2% |
| 3M | -20.5% | +18.7% | -39.2% | -16.2% |
| 6M | +1.2% | -9.0% | +10.2% | +3.4% |
| YTD | +48.4% | -3.3% | +51.7% | +55.3% |
| 1Y | +30.6% | +9.8% | +20.8% | +40.4% |
| 3Y | +73.6% | +87.4% | -13.7% | +87.4% |
| All | +73.6% | +87.4% | -13.8% | +87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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