-49.8%
USAR vs LTH
+84.0%
-133.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +6.3% | -12.2% | -7.8% |
| 7D | -21.8% | +9.9% | -31.6% | -24.2% |
| 30D | -39.9% | +18.3% | -58.2% | -43.4% |
| 3M | -52.5% | +5.9% | -58.5% | -53.4% |
| 6M | -67.9% | +80.3% | -148.3% | -76.5% |
| YTD | -31.1% | +78.3% | -109.4% | -50.1% |
| 1Y | -49.8% | +81.0% | -130.8% | -64.0% |
| All | -49.8% | +84.0% | -133.9% | -64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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