+21.0%
USAR vs IBB
+44.4%
-23.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -2.2% |
| 7D | -4.4% | -3.9% | -0.5% | +1.0% |
| 30D | -10.4% | +2.7% | -13.1% | -14.3% |
| 3M | -18.4% | +21.4% | -39.7% | -41.5% |
| 6M | -8.8% | +20.1% | -28.9% | -32.6% |
| YTD | +43.4% | +21.9% | +21.5% | +4.0% |
| 1Y | +21.0% | +44.1% | -23.1% | -26.3% |
| All | +21.0% | +44.4% | -23.4% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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