+15.6%
USAR vs DG
+20.1%
-4.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.3% | -4.7% | -5.1% |
| 7D | -9.3% | -6.3% | -3.0% | -5.3% |
| 30D | -15.2% | +2.4% | -17.6% | -16.8% |
| 3M | -21.1% | +12.4% | -33.5% | -31.0% |
| 6M | -21.6% | -14.9% | -6.6% | -7.0% |
| YTD | +34.8% | -6.1% | +40.8% | +40.2% |
| 1Y | +15.6% | +17.9% | -2.2% | -11.5% |
| All | +15.6% | +20.1% | -4.4% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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