+74.9%
USAR vs PAAS
+244.5%
-169.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | +0.4% |
| 7D | -2.1% | -2.9% | +0.8% | -1.1% |
| 30D | +2.6% | +6.8% | -4.2% | -0.1% |
| 3M | -35.0% | -2.9% | -32.1% | -34.5% |
| 6M | -6.9% | -16.4% | +9.6% | -2.1% |
| YTD | +48.0% | 0.0% | +48.0% | +49.4% |
| 1Y | +24.8% | +54.3% | -29.5% | +17.0% |
| 3Y | +73.2% | +230.7% | -157.4% | +58.2% |
| All | +74.9% | +244.5% | -169.6% | +59.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling