+73.2%
USAR vs HDB
-25.5%
+98.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | 0.0% | -0.4% |
| 7D | -2.1% | +0.4% | -2.5% | -2.1% |
| 30D | +2.6% | -2.8% | +5.4% | +2.8% |
| 3M | -35.0% | -3.5% | -31.5% | -34.9% |
| 6M | -6.9% | -24.7% | +17.8% | -9.2% |
| YTD | +48.0% | -36.6% | +84.5% | +41.0% |
| 1Y | +24.8% | -34.4% | +59.2% | +19.3% |
| All | +73.2% | -25.5% | +98.7% | +67.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling