-45.1%
USAR vs Q
+29.7%
-74.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.5% | +4.6% | +4.1% |
| 7D | -0.8% | +1.2% | -2.0% | -1.7% |
| 30D | -20.9% | -2.7% | -18.2% | -19.1% |
| 3M | -56.2% | -16.9% | -39.2% | -49.4% |
| 6M | -67.9% | -26.9% | -41.0% | -58.8% |
| YTD | -31.4% | +45.2% | -76.7% | -56.1% |
| 1Y | -45.1% | +38.1% | -83.2% | -62.3% |
| All | -45.1% | +29.7% | -74.7% | -62.3% |
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