-52.3%
USAR vs LTH
+77.7%
-130.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.2% | +1.8% | -1.2% |
| 7D | +8.8% | -4.6% | +13.4% | +10.1% |
| 30D | -28.5% | +14.8% | -43.3% | -32.0% |
| 3M | -56.2% | +3.9% | -60.1% | -56.8% |
| 6M | -68.4% | +35.5% | -103.9% | -73.1% |
| YTD | -32.2% | +71.3% | -103.5% | -50.1% |
| 1Y | -52.3% | +75.7% | -128.0% | -64.9% |
| All | -52.3% | +77.7% | -130.0% | -64.9% |
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