+15.6%
USAR vs DBX
+12.7%
+2.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.3% | -7.3% | -5.9% |
| 7D | -9.3% | -1.8% | -7.5% | -9.4% |
| 30D | -15.2% | +2.8% | -18.0% | -15.0% |
| 3M | -21.1% | +26.8% | -47.9% | -19.5% |
| 6M | -21.6% | +32.8% | -54.3% | -20.7% |
| YTD | +34.8% | +26.1% | +8.7% | +39.6% |
| 1Y | +15.6% | +14.1% | +1.5% | +16.5% |
| All | +15.6% | +12.7% | +2.9% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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