+75.4%
USAR vs HDB
-31.9%
+107.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.0% | +3.3% | +0.4% |
| 7D | +2.3% | -2.0% | +4.4% | +2.4% |
| 30D | -8.6% | -4.9% | -3.8% | -8.4% |
| 3M | -20.5% | -2.3% | -18.2% | -20.5% |
| 6M | +1.2% | -23.7% | +24.9% | -0.4% |
| YTD | +48.4% | -38.5% | +86.9% | +41.8% |
| 1Y | +30.6% | -36.5% | +67.1% | +25.1% |
| 3Y | +73.6% | -28.5% | +102.1% | +68.0% |
| All | +75.4% | -31.9% | +107.2% | +69.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling