+73.6%
USAR vs RUN
-35.6%
+109.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.7% | -3.4% | -0.3% |
| 7D | +2.3% | +10.2% | -7.8% | +0.8% |
| 30D | -8.6% | -9.6% | +1.0% | -7.3% |
| 3M | -20.5% | -31.5% | +11.0% | -16.3% |
| 6M | +1.2% | -18.7% | +19.9% | +4.8% |
| YTD | +48.4% | -49.9% | +98.3% | +60.4% |
| 1Y | +30.6% | -45.5% | +76.1% | +40.9% |
| 3Y | +73.6% | -34.1% | +107.7% | +76.4% |
| All | +73.6% | -35.6% | +109.2% | +76.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 3y: compounded portfolio wealth divided by compounded RUN 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…
3y analysis · Full analysis span regression · 6 months rolling