-49.8%
USAR vs D
+23.9%
-73.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +4.4% | -10.3% | -3.2% |
| 7D | -21.8% | +8.5% | -30.3% | -17.6% |
| 30D | -39.9% | +14.3% | -54.2% | -34.8% |
| 3M | -52.5% | +1.8% | -54.3% | -51.9% |
| 6M | -67.9% | +13.0% | -81.0% | -65.0% |
| YTD | -31.1% | +22.7% | -53.8% | -27.0% |
| 1Y | -49.8% | +22.6% | -72.4% | -47.4% |
| All | -49.8% | +23.9% | -73.7% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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