+30.6%
USAR vs LTH
+46.4%
-15.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.0% | +0.8% |
| 7D | +2.3% | +1.5% | +0.8% | +1.9% |
| 30D | -8.6% | -3.1% | -5.6% | -7.9% |
| 3M | -20.5% | +28.1% | -48.6% | -28.4% |
| 6M | +1.2% | +67.4% | -66.2% | -16.2% |
| YTD | +48.4% | +59.8% | -11.4% | +23.4% |
| 1Y | +30.6% | +45.6% | -15.0% | +8.5% |
| All | +30.6% | +46.4% | -15.8% | +8.5% |
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