-14.5%
USAR vs HDB
-7.2%
-7.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.7% | +3.8% | +6.4% |
| 7D | -1.1% | +13.7% | -14.8% | -1.6% |
| 30D | -30.3% | +15.8% | -46.1% | -30.6% |
| 3M | -54.7% | +9.2% | -63.9% | -54.7% |
| 6M | -67.5% | +3.2% | -70.7% | -67.5% |
| YTD | -26.4% | -29.4% | +3.0% | -30.3% |
| 1Y | -49.5% | -27.9% | -21.6% | -52.2% |
| 3Y | -14.5% | -5.9% | -8.6% | -17.7% |
| All | -14.5% | -7.2% | -7.2% | -17.7% |
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