+24.8%
USAR vs PTC
-33.3%
+58.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.0% | +5.6% | -0.3% |
| 7D | -2.1% | -10.3% | +8.2% | -1.8% |
| 30D | +2.6% | +1.1% | +1.5% | +2.5% |
| 3M | -35.0% | +1.6% | -36.6% | -32.6% |
| 6M | -6.9% | -13.5% | +6.6% | +6.1% |
| YTD | +48.0% | -19.1% | +67.0% | +84.1% |
| 1Y | +24.8% | -33.9% | +58.7% | +88.7% |
| All | +24.8% | -33.3% | +58.1% | +88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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