-49.8%
USAR vs HDB
-32.8%
-17.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +5.6% | -11.4% | -7.3% |
| 7D | -21.8% | +12.9% | -34.7% | -24.8% |
| 30D | -39.9% | +10.0% | -50.0% | -41.6% |
| 3M | -52.5% | +1.8% | -54.4% | -52.4% |
| 6M | -67.9% | -2.1% | -65.9% | -67.8% |
| YTD | -31.1% | -33.4% | +2.3% | -34.8% |
| 1Y | -49.8% | -32.9% | -17.0% | -53.2% |
| All | -49.8% | -32.8% | -17.0% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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