+74.9%
USAR vs JBL
+180.7%
-105.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.9% |
| 7D | -2.1% | +3.0% | -5.1% | -3.0% |
| 30D | +2.6% | -8.3% | +10.9% | +5.0% |
| 3M | -35.0% | -16.9% | -18.1% | -31.8% |
| 6M | -6.9% | +21.8% | -28.6% | -7.2% |
| YTD | +48.0% | +36.3% | +11.7% | +45.9% |
| 1Y | +24.8% | +49.5% | -24.7% | +22.3% |
| 3Y | +73.2% | +170.6% | -97.4% | +66.1% |
| All | +74.9% | +180.7% | -105.8% | +68.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling