-49.8%
USAR vs JBL
+20.8%
-70.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.8% | -1.0% | -2.0% |
| 7D | -21.8% | -11.1% | -10.6% | -13.8% |
| 30D | -39.9% | -14.1% | -25.8% | -32.2% |
| 3M | -52.5% | -23.9% | -28.6% | -42.4% |
| 6M | -67.9% | -24.1% | -43.8% | -60.5% |
| YTD | -31.1% | +13.5% | -44.6% | -39.5% |
| 1Y | -49.8% | +23.7% | -73.6% | -60.3% |
| All | -49.8% | +20.8% | -70.6% | -60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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