+74.9%
USAR vs DAR
+1.9%
+73.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.3% |
| 7D | -2.1% | +1.4% | -3.5% | -2.3% |
| 30D | +2.6% | +12.8% | -10.2% | +0.4% |
| 3M | -35.0% | +7.4% | -42.4% | -35.9% |
| 6M | -6.9% | +22.3% | -29.1% | -10.0% |
| YTD | +48.0% | +81.1% | -33.1% | +35.1% |
| 1Y | +24.8% | +106.5% | -81.7% | +12.6% |
| 3Y | +73.2% | +5.3% | +67.9% | +55.0% |
| All | +74.9% | +1.9% | +73.0% | +56.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling