+75.4%
USAR vs DAR
+4.9%
+70.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.9% | -2.7% | -0.1% |
| 7D | +2.3% | -0.9% | +3.2% | +2.4% |
| 30D | -8.6% | +13.0% | -21.6% | -10.5% |
| 3M | -20.5% | +15.0% | -35.5% | -22.5% |
| 6M | +1.2% | +26.8% | -25.6% | -2.7% |
| YTD | +48.4% | +86.4% | -38.0% | +34.9% |
| 1Y | +30.6% | +115.1% | -84.5% | +17.2% |
| 3Y | +73.6% | +14.6% | +59.0% | +54.8% |
| All | +75.4% | +4.9% | +70.5% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 5y: compounded portfolio wealth divided by compounded DAR 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…
5y analysis · Full analysis span regression · 6 months rolling