-49.2%
USAR vs LTH
+83.5%
-132.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.5% | +7.0% | +6.6% |
| 7D | -1.1% | +7.0% | -8.1% | -3.5% |
| 30D | -30.3% | +15.4% | -45.7% | -33.7% |
| 3M | -54.7% | +7.0% | -61.7% | -55.7% |
| 6M | -67.5% | +46.9% | -114.4% | -73.3% |
| YTD | -26.4% | +76.4% | -102.8% | -46.3% |
| All | -49.2% | +83.5% | -132.6% | -62.8% |
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