-49.8%
USAR vs OMC
+24.5%
-74.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +5.2% | -11.1% | -5.0% |
| 7D | -21.8% | +12.5% | -34.3% | -20.2% |
| 30D | -39.9% | +16.3% | -56.2% | -38.4% |
| 3M | -52.5% | +8.1% | -60.6% | -51.8% |
| 6M | -67.9% | +17.2% | -85.1% | -67.0% |
| YTD | -31.1% | +11.8% | -42.9% | -29.7% |
| 1Y | -49.8% | +23.9% | -73.8% | -48.4% |
| All | -49.8% | +24.5% | -74.4% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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