-49.8%
USAR vs PBR
+74.7%
-124.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -7.0% | +1.1% | -4.9% |
| 7D | -21.8% | -11.0% | -10.8% | -20.5% |
| 30D | -39.9% | -18.8% | -21.2% | -38.4% |
| 3M | -52.5% | +7.8% | -60.4% | -53.5% |
| 6M | -67.9% | -7.6% | -60.4% | -66.8% |
| YTD | -31.1% | +72.7% | -103.7% | -58.4% |
| 1Y | -49.8% | +72.9% | -122.8% | -70.9% |
| All | -49.8% | +74.7% | -124.6% | -70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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