+24.8%
USAR vs CRS
+102.1%
-77.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.1% | -1.5% |
| 7D | -2.1% | -0.2% | -1.9% | -2.1% |
| 30D | +2.6% | -16.6% | +19.3% | +15.3% |
| 3M | -35.0% | -3.5% | -31.5% | -32.7% |
| 6M | -6.9% | +15.4% | -22.3% | -12.6% |
| YTD | +48.0% | +51.2% | -3.2% | +27.0% |
| 1Y | +24.8% | +98.3% | -73.5% | +19.3% |
| All | +24.8% | +102.1% | -77.2% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 CRS 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