+73.6%
USAR vs OPEN
-19.6%
+93.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.5% | +2.8% | +0.5% |
| 7D | +2.3% | +1.0% | +1.3% | +2.2% |
| 30D | -8.6% | -11.9% | +3.3% | -7.7% |
| 3M | -20.5% | -28.8% | +8.3% | -18.5% |
| 6M | +1.2% | -38.6% | +39.8% | +4.9% |
| YTD | +48.4% | -47.3% | +95.7% | +54.7% |
| 1Y | +30.6% | -49.2% | +79.8% | +36.5% |
| 3Y | +73.6% | -18.8% | +92.4% | +83.6% |
| All | +73.6% | -19.6% | +93.3% | +83.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling