-67.9%
USAR vs JBL
-29.1%
-38.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +3.0% |
| 7D | -0.8% | +6.3% | -7.1% | -5.9% |
| 30D | -20.9% | -13.5% | -7.4% | -10.5% |
| 3M | -56.2% | -31.3% | -24.8% | -39.2% |
| 6M | -67.9% | -28.4% | -39.5% | -59.0% |
| All | -67.9% | -29.1% | -38.8% | -59.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling