-48.0%
USAR vs PRU
+19.8%
-67.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -2.6% | +13.5% | +11.5% |
| 7D | -14.5% | +2.4% | -16.9% | -15.2% |
| 30D | -37.8% | +6.1% | -44.0% | -39.2% |
| 3M | -52.8% | -0.7% | -52.0% | -52.6% |
| 6M | -71.2% | +22.1% | -93.3% | -74.2% |
| YTD | -30.9% | +9.8% | -40.7% | -38.9% |
| 1Y | -48.0% | +19.4% | -67.4% | -53.2% |
| All | -48.0% | +19.8% | -67.8% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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