-52.3%
USAR vs MLM
-16.0%
-36.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -1.5% |
| 7D | +8.8% | -2.0% | +10.7% | +10.1% |
| 30D | -28.5% | +9.5% | -38.0% | -33.1% |
| 3M | -56.2% | -4.7% | -51.4% | -54.9% |
| 6M | -68.4% | -10.7% | -57.7% | -67.3% |
| YTD | -32.2% | -16.6% | -15.6% | -34.0% |
| 1Y | -52.3% | -15.4% | -36.9% | -54.0% |
| All | -52.3% | -16.0% | -36.3% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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