+15.6%
USAR vs PTC
-37.0%
+52.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.1% | -5.8% | -6.0% |
| 7D | -9.3% | -14.2% | +4.9% | -8.7% |
| 30D | -15.2% | -14.4% | -0.7% | -14.6% |
| 3M | -21.1% | -4.7% | -16.4% | -19.0% |
| 6M | -21.6% | -19.3% | -2.3% | -10.5% |
| YTD | +34.8% | -26.1% | +60.9% | +72.2% |
| 1Y | +15.6% | -37.1% | +52.7% | +92.0% |
| All | +15.6% | -37.0% | +52.6% | +92.0% |
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