+24.8%
USAR vs MKSI
+162.5%
-137.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.3% | -4.7% | -3.3% |
| 7D | -2.1% | +1.8% | -3.9% | -3.4% |
| 30D | +2.6% | -16.8% | +19.4% | +15.3% |
| 3M | -35.0% | -21.1% | -13.9% | -25.5% |
| 6M | -6.9% | +10.8% | -17.7% | -12.9% |
| YTD | +48.0% | +63.3% | -15.3% | +7.7% |
| 1Y | +24.8% | +157.0% | -132.2% | -37.3% |
| All | +24.8% | +162.5% | -137.7% | -37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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