-19.7%
USAR vs MSCI
+33.6%
-53.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -2.3% | +13.1% | +10.5% |
| 7D | -14.5% | +2.8% | -17.3% | -14.1% |
| 30D | -37.8% | +15.4% | -53.2% | -36.7% |
| 3M | -52.8% | +13.4% | -66.2% | -52.0% |
| 6M | -71.2% | +10.9% | -82.1% | -70.8% |
| YTD | -30.9% | +13.0% | -43.9% | -30.0% |
| 1Y | -48.0% | +12.0% | -60.0% | -47.3% |
| 3Y | -19.7% | +34.1% | -53.8% | -16.8% |
| All | -19.7% | +33.6% | -53.3% | -16.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling