+53.0%
USAR vs KVUE
-9.0%
+62.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | -11.6% | -5.1% | -6.5% | -12.0% |
| 30D | -15.5% | -6.3% | -9.2% | -16.0% |
| 3M | -31.0% | -0.5% | -30.5% | -31.1% |
| 6M | -26.2% | +3.1% | -29.3% | -26.3% |
| YTD | +30.8% | +6.7% | +24.1% | +31.1% |
| 1Y | +7.1% | -1.1% | +8.2% | +7.6% |
| 3Y | +53.0% | -8.7% | +61.7% | +49.3% |
| All | +53.0% | -9.0% | +62.0% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 3y: compounded portfolio wealth divided by compounded KVUE 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…
3y analysis · Full analysis span regression · 6 months rolling