-21.4%
USAR vs MSCI
+38.8%
-60.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.6% | -11.2% | -9.4% |
| 7D | -9.1% | +2.7% | -11.7% | -8.6% |
| 30D | -36.9% | +16.2% | -53.2% | -35.8% |
| 3M | -58.4% | +17.1% | -75.5% | -57.6% |
| 6M | -70.6% | +13.0% | -83.6% | -70.1% |
| YTD | -33.4% | +15.8% | -49.2% | -32.4% |
| 1Y | -54.0% | +15.5% | -69.5% | -53.3% |
| 3Y | -22.7% | +32.3% | -55.0% | -19.9% |
| All | -21.4% | +38.8% | -60.2% | -18.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling