+69.4%
USAR vs MDY
+44.5%
+24.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -2.6% |
| 7D | -4.4% | -0.8% | -3.7% | -3.9% |
| 30D | -10.4% | -3.9% | -6.5% | -7.5% |
| 3M | -18.4% | 0.0% | -18.3% | -17.5% |
| 6M | -8.8% | +8.5% | -17.4% | -10.8% |
| YTD | +43.4% | +13.2% | +30.1% | +39.0% |
| 1Y | +21.0% | +15.0% | +6.0% | +17.0% |
| 3Y | +67.7% | +49.6% | +18.2% | +66.2% |
| All | +69.4% | +44.5% | +24.9% | +67.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling