-48.0%
USAR vs MSCI
+14.2%
-62.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -2.3% | +13.1% | +10.3% |
| 7D | -14.5% | +2.8% | -17.3% | -13.7% |
| 30D | -37.8% | +15.4% | -53.2% | -36.1% |
| 3M | -52.8% | +13.4% | -66.2% | -51.6% |
| 6M | -71.2% | +10.9% | -82.1% | -70.5% |
| YTD | -30.9% | +13.0% | -43.9% | -34.0% |
| 1Y | -48.0% | +12.0% | -60.0% | -52.0% |
| All | -48.0% | +14.2% | -62.2% | -52.0% |
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