+21.0%
USAR vs EXPE
+26.5%
-5.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -3.4% |
| 7D | -4.4% | -11.5% | +7.1% | -4.7% |
| 30D | -10.4% | -13.1% | +2.7% | -10.6% |
| 3M | -18.4% | +18.1% | -36.5% | -18.9% |
| 6M | -8.8% | +13.3% | -22.1% | -10.0% |
| YTD | +43.4% | -3.2% | +46.6% | +39.1% |
| 1Y | +21.0% | +26.1% | -5.2% | +6.2% |
| All | +21.0% | +26.5% | -5.5% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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