+75.4%
USAR vs PH
+150.5%
-75.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.4% |
| 7D | +2.3% | +0.4% | +1.9% | +2.2% |
| 30D | -8.6% | -10.8% | +2.2% | -6.9% |
| 3M | -20.5% | +8.5% | -28.9% | -21.2% |
| 6M | +1.2% | +3.9% | -2.7% | +0.5% |
| YTD | +48.4% | +9.4% | +39.0% | +47.3% |
| 1Y | +30.6% | +26.8% | +3.8% | +29.6% |
| 3Y | +73.6% | +140.8% | -67.2% | +75.2% |
| All | +75.4% | +150.5% | -75.1% | +77.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling