+15.6%
USAR vs HIG
+7.0%
+8.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.2% | -6.2% | -5.9% |
| 7D | -9.3% | -2.3% | -7.0% | -10.6% |
| 30D | -15.2% | -1.2% | -14.0% | -15.5% |
| 3M | -21.1% | +6.3% | -27.4% | -19.1% |
| 6M | -21.6% | +0.6% | -22.1% | -19.0% |
| YTD | +34.8% | +0.6% | +34.2% | +39.1% |
| 1Y | +15.6% | +6.1% | +9.5% | +20.9% |
| All | +15.6% | +7.0% | +8.7% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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