-13.0%
USAR vs MSCI
+36.6%
-49.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.8% | +5.7% | +6.6% |
| 7D | -1.1% | +1.5% | -2.5% | -0.8% |
| 30D | -30.3% | +14.4% | -44.6% | -29.2% |
| 3M | -54.7% | +15.2% | -69.9% | -53.9% |
| 6M | -67.5% | +11.2% | -78.7% | -67.0% |
| YTD | -26.4% | +13.9% | -40.3% | -25.4% |
| 1Y | -49.5% | +12.5% | -62.0% | -48.9% |
| 3Y | -14.5% | +32.3% | -46.7% | -11.6% |
| All | -13.0% | +36.6% | -49.6% | -10.1% |
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