+24.8%
USAR vs DGX
+33.7%
-8.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.5% | -0.5% |
| 7D | -2.1% | -2.3% | +0.2% | -2.2% |
| 30D | +2.6% | +0.6% | +2.1% | +2.8% |
| 3M | -35.0% | +21.4% | -56.4% | -35.3% |
| 6M | -6.9% | +14.7% | -21.6% | -6.1% |
| YTD | +48.0% | +38.4% | +9.5% | +41.0% |
| 1Y | +24.8% | +34.0% | -9.2% | +29.7% |
| All | +24.8% | +33.7% | -8.9% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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