+69.4%
USAR vs OPEN
-33.2%
+102.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.3% | -1.1% | -3.2% |
| 7D | -4.4% | -2.9% | -1.5% | -4.2% |
| 30D | -10.4% | -13.8% | +3.4% | -9.4% |
| 3M | -18.4% | -30.9% | +12.5% | -16.2% |
| 6M | -8.8% | -40.9% | +32.1% | -5.4% |
| YTD | +43.4% | -48.5% | +91.9% | +49.5% |
| 1Y | +21.0% | -50.9% | +71.9% | +26.5% |
| 3Y | +67.7% | -20.6% | +88.4% | +77.4% |
| All | +69.4% | -33.2% | +102.6% | +79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling