-49.2%
USAR vs PL
+8.6%
-57.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +14.5% | -8.0% | -0.9% |
| 7D | -1.1% | +10.9% | -12.0% | -6.3% |
| 30D | -30.3% | -16.4% | -13.9% | -23.9% |
| 3M | -54.7% | -39.9% | -14.7% | -42.5% |
| 6M | -67.5% | -63.2% | -4.3% | -49.5% |
| YTD | -26.4% | -27.1% | +0.7% | -22.6% |
| All | -49.2% | +8.6% | -57.8% | -56.1% |
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