-49.8%
USAR vs Q
+19.7%
-69.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.1% | -5.8% | -5.8% |
| 7D | -21.8% | -3.3% | -18.5% | -19.5% |
| 30D | -39.9% | -9.7% | -30.2% | -34.7% |
| 3M | -52.5% | -16.1% | -36.4% | -45.9% |
| 6M | -67.9% | -15.7% | -52.2% | -63.5% |
| YTD | -31.1% | +45.7% | -76.8% | -55.6% |
| 1Y | -49.8% | +18.0% | -67.8% | -60.2% |
| All | -49.8% | +19.7% | -69.5% | -60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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