-49.8%
USAR vs MKSI
+40.1%
-89.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -5.0% | -0.9% | -2.5% |
| 7D | -21.8% | -10.7% | -11.1% | -15.4% |
| 30D | -39.9% | -30.5% | -9.4% | -23.4% |
| 3M | -52.5% | -39.2% | -13.4% | -34.8% |
| 6M | -67.9% | -33.0% | -34.9% | -59.2% |
| YTD | -31.1% | +22.3% | -53.4% | -39.8% |
| 1Y | -49.8% | +42.7% | -92.5% | -59.0% |
| All | -49.8% | +40.1% | -89.9% | -59.0% |
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