+7.1%
USAR vs MDY
+14.6%
-7.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -5.5% |
| 7D | -11.6% | -1.9% | -9.8% | -6.4% |
| 30D | -15.5% | -4.6% | -10.8% | -1.6% |
| 3M | -31.0% | -1.2% | -29.8% | -27.1% |
| 6M | -26.2% | +9.2% | -35.4% | -37.5% |
| YTD | +30.8% | +13.1% | +17.7% | -0.4% |
| 1Y | +7.1% | +13.0% | -5.9% | -22.9% |
| All | +7.1% | +14.6% | -7.5% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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