+21.0%
USAR vs OPEN
-50.2%
+71.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.3% | -1.1% | -2.9% |
| 7D | -4.4% | -2.9% | -1.5% | -3.8% |
| 30D | -10.4% | -13.8% | +3.4% | -7.3% |
| 3M | -18.4% | -30.9% | +12.5% | -12.0% |
| 6M | -8.8% | -40.9% | +32.1% | +1.8% |
| YTD | +43.4% | -48.5% | +91.9% | +62.7% |
| 1Y | +21.0% | -50.9% | +71.9% | +41.5% |
| All | +21.0% | -50.2% | +71.2% | +41.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling