-45.1%
USAR vs RF
+18.9%
-63.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | +0.2% |
| 7D | -0.8% | +1.9% | -2.7% | -2.0% |
| 30D | -20.9% | +7.3% | -28.3% | -24.8% |
| 3M | -56.2% | -7.9% | -48.2% | -53.6% |
| 6M | -67.9% | +10.5% | -78.4% | -71.6% |
| YTD | -31.4% | +9.6% | -41.1% | -41.1% |
| 1Y | -45.1% | +20.3% | -65.4% | -55.1% |
| All | -45.1% | +18.9% | -63.9% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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