-49.8%
USAR vs PNC
+32.8%
-82.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.8% | -7.6% | -7.2% |
| 7D | -21.8% | +2.3% | -24.0% | -23.1% |
| 30D | -39.9% | +7.0% | -46.9% | -43.0% |
| 3M | -52.5% | -7.3% | -45.2% | -49.7% |
| 6M | -67.9% | +8.9% | -76.9% | -71.3% |
| YTD | -31.1% | +15.5% | -46.6% | -45.5% |
| 1Y | -49.8% | +31.8% | -81.6% | -61.5% |
| All | -49.8% | +32.8% | -82.6% | -61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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