-53.5%
USAR vs DOC
+22.3%
-75.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.1% | +4.5% | +4.4% |
| 7D | +0.8% | +1.0% | -0.2% | +0.7% |
| 30D | -30.1% | +8.1% | -38.2% | -30.6% |
| 3M | -56.3% | +0.9% | -57.2% | -56.1% |
| 6M | -68.6% | +6.3% | -74.9% | -69.2% |
| YTD | -30.5% | +33.8% | -64.3% | -37.5% |
| 1Y | -53.5% | +21.6% | -75.1% | -56.9% |
| All | -53.5% | +22.3% | -75.8% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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