-26.3%
USAR vs DECK
-3.0%
-23.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -1.5% | -8.0% | -9.5% |
| 7D | -29.5% | +6.0% | -35.5% | -29.6% |
| 30D | -46.0% | +7.4% | -53.4% | -46.1% |
| 3M | -56.8% | -11.7% | -45.1% | -56.7% |
| 6M | -72.9% | -11.0% | -62.0% | -72.9% |
| YTD | -37.6% | -15.4% | -22.3% | -37.6% |
| 1Y | -56.0% | +7.2% | -63.3% | -55.5% |
| 3Y | -27.5% | -11.8% | -15.7% | -28.7% |
| All | -26.3% | -3.0% | -23.3% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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