-53.5%
USAR vs PL
+8.6%
-62.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.5% | +3.9% | +4.1% |
| 7D | +0.8% | +13.4% | -12.6% | -5.6% |
| 30D | -30.1% | -10.2% | -19.9% | -26.1% |
| 3M | -56.3% | -39.5% | -16.8% | -44.5% |
| 6M | -68.6% | -65.7% | -2.8% | -49.3% |
| YTD | -30.5% | -27.3% | -3.3% | -28.0% |
| 1Y | -53.5% | +15.0% | -68.5% | -65.6% |
| All | -53.5% | +8.6% | -62.1% | -65.6% |
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