-49.8%
USAR vs PH
+20.3%
-70.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.7% | -2.2% | -3.6% |
| 7D | -21.8% | -0.2% | -21.6% | -21.6% |
| 30D | -39.9% | -6.7% | -33.2% | -37.1% |
| 3M | -52.5% | -8.1% | -44.4% | -50.0% |
| 6M | -67.9% | +5.3% | -73.3% | -68.7% |
| YTD | -31.1% | +4.2% | -35.3% | -33.4% |
| 1Y | -49.8% | +19.3% | -69.2% | -52.1% |
| All | -49.8% | +20.3% | -70.1% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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