-49.8%
USAR vs PNR
-31.2%
-18.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +3.3% | -9.2% | -6.6% |
| 7D | -21.8% | +11.9% | -33.7% | -24.2% |
| 30D | -39.9% | +37.1% | -77.1% | -44.7% |
| 3M | -52.5% | +5.7% | -58.2% | -54.7% |
| 6M | -67.9% | -5.7% | -62.3% | -68.7% |
| YTD | -31.1% | -29.8% | -1.3% | -37.3% |
| 1Y | -49.8% | -31.8% | -18.0% | -53.0% |
| All | -49.8% | -31.2% | -18.7% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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