-45.7%
USAR vs MAS
+38.2%
-83.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.2% |
| 7D | +8.8% | +1.2% | +7.6% | +8.3% |
| 30D | -28.5% | +21.6% | -50.1% | -34.3% |
| 3M | -56.2% | +14.1% | -70.3% | -58.7% |
| 6M | -68.4% | +22.6% | -91.0% | -71.4% |
| YTD | -32.2% | +35.4% | -67.6% | -44.8% |
| All | -45.7% | +38.2% | -83.9% | -55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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