+54.5%
USAR vs DHI
+10.2%
+44.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.7% | -3.1% |
| 7D | -11.6% | -3.4% | -8.2% | -11.4% |
| 30D | -15.5% | -5.4% | -10.0% | -15.1% |
| 3M | -31.0% | -10.4% | -20.6% | -30.5% |
| 6M | -26.2% | -2.8% | -23.5% | -26.2% |
| YTD | +30.8% | -3.4% | +34.2% | +30.2% |
| 1Y | +7.1% | -22.9% | +30.0% | +5.6% |
| 3Y | +53.0% | +20.7% | +32.3% | +53.6% |
| All | +54.5% | +10.2% | +44.3% | +55.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling