+24.8%
USAR vs EWJ
+31.1%
-6.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.8% | -1.2% |
| 7D | -2.1% | +2.5% | -4.6% | -6.7% |
| 30D | +2.6% | +3.3% | -0.7% | -3.3% |
| 3M | -35.0% | +5.0% | -40.0% | -39.4% |
| 6M | -6.9% | +11.5% | -18.4% | -21.1% |
| YTD | +48.0% | +22.4% | +25.6% | +10.4% |
| 1Y | +24.8% | +30.2% | -5.4% | -6.2% |
| All | +24.8% | +31.1% | -6.3% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 EWJ 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