-52.3%
USAR vs PL
+10.1%
-62.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.7% | -0.8% |
| 7D | +8.8% | +22.3% | -13.5% | -2.0% |
| 30D | -28.5% | -8.3% | -20.1% | -25.1% |
| 3M | -56.2% | -43.3% | -12.9% | -42.5% |
| 6M | -68.4% | -65.8% | -2.6% | -48.9% |
| YTD | -32.2% | -29.5% | -2.7% | -28.4% |
| 1Y | -52.3% | +11.7% | -64.0% | -62.2% |
| All | -52.3% | +10.1% | -62.4% | -62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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