+21.0%
USAR vs DRI
+3.0%
+18.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.8% | -3.0% |
| 7D | -4.4% | -4.8% | +0.4% | -3.2% |
| 30D | -10.4% | -3.9% | -6.5% | -9.5% |
| 3M | -18.4% | +5.1% | -23.5% | -20.2% |
| 6M | -8.8% | +5.5% | -14.3% | -11.6% |
| YTD | +43.4% | +16.5% | +26.9% | +29.5% |
| 1Y | +21.0% | +2.0% | +19.0% | +12.8% |
| All | +21.0% | +3.0% | +18.0% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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