+7.1%
USAR vs MXL
+366.1%
-359.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +7.5% | -10.5% | -4.2% |
| 7D | -11.6% | +18.9% | -30.5% | -14.2% |
| 30D | -15.5% | +0.3% | -15.8% | -15.8% |
| 3M | -31.0% | -8.0% | -23.0% | -30.7% |
| 6M | -26.2% | +341.2% | -367.5% | -45.4% |
| YTD | +30.8% | +327.8% | -297.1% | -4.1% |
| 1Y | +7.1% | +364.9% | -357.8% | -25.0% |
| All | +7.1% | +366.1% | -359.0% | -25.0% |
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