-20.3%
USAR vs PH
+135.5%
-155.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -0.8% | +4.3% | -5.1% | -1.8% |
| 30D | -20.9% | +0.1% | -21.1% | -20.9% |
| 3M | -56.2% | -9.4% | -46.8% | -55.3% |
| 6M | -67.9% | +8.8% | -76.7% | -68.2% |
| YTD | -31.4% | +9.6% | -41.1% | -32.0% |
| 1Y | -45.1% | +14.4% | -59.5% | -45.5% |
| 3Y | -20.3% | +134.5% | -154.8% | -19.4% |
| All | -20.3% | +135.5% | -155.8% | -19.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling