+7.1%
USAR vs QSR
+28.6%
-21.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.6% | -2.9% |
| 7D | -11.6% | -4.0% | -7.6% | -12.1% |
| 30D | -15.5% | +2.8% | -18.2% | -14.9% |
| 3M | -31.0% | +5.1% | -36.1% | -30.4% |
| 6M | -26.2% | +8.8% | -35.0% | -25.0% |
| YTD | +30.8% | +14.8% | +15.9% | +34.9% |
| 1Y | +7.1% | +25.7% | -18.6% | +6.5% |
| All | +7.1% | +28.6% | -21.5% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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