+10.4%
USAR vs CRS
+81.6%
-71.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.2% | -3.8% | -4.5% |
| 7D | -9.3% | -4.1% | -5.2% | -6.8% |
| 30D | -15.2% | -16.6% | +1.4% | -4.3% |
| 3M | -21.1% | -14.3% | -6.8% | -11.9% |
| 6M | -21.6% | +11.6% | -33.2% | -24.6% |
| YTD | +34.8% | +42.6% | -7.8% | +18.7% |
| All | +10.4% | +81.6% | -71.2% | +7.9% |
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