-53.5%
USAR vs MOS
-7.3%
-46.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.8% | +5.2% | +4.7% |
| 7D | +0.8% | +5.5% | -4.7% | -1.6% |
| 30D | -30.1% | +21.0% | -51.0% | -36.4% |
| 3M | -56.3% | -0.5% | -55.8% | -56.0% |
| 6M | -68.6% | +6.6% | -75.2% | -69.8% |
| YTD | -30.5% | -2.8% | -27.8% | -32.9% |
| 1Y | -53.5% | -8.1% | -45.4% | -54.1% |
| All | -53.5% | -7.3% | -46.2% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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