+7.1%
USAR vs DHI
-21.2%
+28.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.7% | -3.5% |
| 7D | -11.6% | -3.4% | -8.2% | -10.7% |
| 30D | -15.5% | -5.4% | -10.0% | -14.1% |
| 3M | -31.0% | -10.4% | -20.6% | -29.1% |
| 6M | -26.2% | -2.8% | -23.5% | -26.7% |
| YTD | +30.8% | -3.4% | +34.2% | +26.6% |
| 1Y | +7.1% | -22.9% | +30.0% | +0.1% |
| All | +7.1% | -21.2% | +28.2% | +0.1% |
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