-49.8%
USAR vs DHI
+9.6%
-59.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +8.1% | -14.0% | -8.3% |
| 7D | -21.8% | +9.8% | -31.5% | -24.4% |
| 30D | -39.9% | +17.8% | -57.8% | -43.7% |
| 3M | -52.5% | +4.7% | -57.2% | -53.4% |
| 6M | -67.9% | +10.0% | -78.0% | -69.4% |
| YTD | -31.1% | +10.0% | -41.1% | -37.6% |
| 1Y | -49.8% | +9.1% | -59.0% | -58.3% |
| All | -49.8% | +9.6% | -59.5% | -58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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