-71.2%
USAR vs PPL
-2.6%
-68.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -0.6% | +11.4% | +10.4% |
| 7D | -14.5% | +0.4% | -14.9% | -14.0% |
| 30D | -37.8% | +5.4% | -43.3% | -34.8% |
| 3M | -52.8% | +4.3% | -57.0% | -51.1% |
| 6M | -71.2% | -1.3% | -69.9% | -70.6% |
| All | -71.2% | -2.6% | -68.7% | -70.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 6mo: compounded portfolio wealth divided by compounded PPL 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…
6mo analysis · Full analysis span regression · 6 months rolling