-19.0%
USAR vs MSCI
+39.6%
-58.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +1.3% |
| 7D | -0.8% | +3.0% | -3.8% | -0.4% |
| 30D | -20.9% | +17.8% | -38.7% | -19.4% |
| 3M | -56.2% | +15.2% | -71.3% | -55.4% |
| 6M | -67.9% | +16.5% | -84.4% | -67.3% |
| YTD | -31.4% | +16.4% | -47.8% | -30.3% |
| 1Y | -45.1% | +16.8% | -61.9% | -44.1% |
| 3Y | -20.3% | +35.8% | -56.1% | -17.4% |
| All | -19.0% | +39.6% | -58.5% | -16.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling