+7.1%
USAR vs PNC
+25.1%
-18.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.5% |
| 7D | -11.6% | -0.6% | -11.1% | -11.2% |
| 30D | -15.5% | -4.4% | -11.1% | -12.0% |
| 3M | -31.0% | +5.2% | -36.3% | -35.2% |
| 6M | -26.2% | +20.6% | -46.9% | -40.1% |
| YTD | +30.8% | +19.8% | +11.0% | +0.2% |
| 1Y | +7.1% | +24.4% | -17.3% | -16.7% |
| All | +7.1% | +25.1% | -18.0% | -16.7% |
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