-49.8%
USAR vs MSCI
+17.3%
-67.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +5.4% | -11.3% | -4.4% |
| 7D | -21.8% | +11.5% | -33.2% | -19.5% |
| 30D | -39.9% | +22.1% | -62.0% | -37.3% |
| 3M | -52.5% | +18.4% | -70.9% | -50.7% |
| 6M | -67.9% | +16.6% | -84.6% | -66.6% |
| YTD | -31.1% | +18.8% | -49.9% | -32.8% |
| 1Y | -49.8% | +19.0% | -68.8% | -51.0% |
| All | -49.8% | +17.3% | -67.1% | -51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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