-49.8%
USAR vs MXL
+276.5%
-326.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -11.1% | +5.3% | -3.7% |
| 7D | -21.8% | -24.3% | +2.6% | -17.5% |
| 30D | -39.9% | -46.1% | +6.2% | -33.1% |
| 3M | -52.5% | -21.8% | -30.7% | -50.7% |
| 6M | -67.9% | -27.2% | -40.7% | -66.3% |
| YTD | -31.1% | +226.2% | -257.3% | -53.1% |
| 1Y | -49.8% | +297.0% | -346.8% | -70.3% |
| All | -49.8% | +276.5% | -326.3% | -70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 MXL 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