-20.3%
USAR vs PAAS
+195.7%
-216.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.4% |
| 7D | -0.8% | -8.9% | +8.1% | +3.3% |
| 30D | -20.9% | -11.4% | -9.5% | -16.7% |
| 3M | -56.2% | -20.4% | -35.7% | -51.9% |
| 6M | -67.9% | -40.7% | -27.2% | -60.9% |
| YTD | -31.4% | -26.9% | -4.5% | -21.4% |
| 1Y | -45.1% | -3.1% | -42.0% | -40.5% |
| 3Y | -20.3% | +199.3% | -219.6% | -18.3% |
| All | -20.3% | +195.7% | -216.0% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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