-45.1%
USAR vs ROL
-31.8%
-13.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.4% | +1.7% |
| 7D | -0.8% | +3.0% | -3.8% | -0.2% |
| 30D | -20.9% | +19.8% | -40.7% | -18.1% |
| 3M | -56.2% | +7.9% | -64.1% | -55.0% |
| 6M | -67.9% | -25.6% | -42.3% | -68.0% |
| YTD | -31.4% | -34.1% | +2.7% | -19.0% |
| 1Y | -45.1% | -31.4% | -13.7% | -31.2% |
| All | -45.1% | -31.8% | -13.2% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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