-20.3%
USAR vs RUN
-7.3%
-13.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +0.9% |
| 7D | -0.8% | -13.5% | +12.7% | +1.6% |
| 30D | -20.9% | +18.3% | -39.2% | -23.4% |
| 3M | -56.2% | -12.5% | -43.7% | -55.4% |
| 6M | -67.9% | -40.3% | -27.6% | -65.5% |
| YTD | -31.4% | -53.1% | +21.7% | -25.2% |
| 1Y | -45.1% | -54.3% | +9.2% | -39.8% |
| 3Y | -20.3% | -6.5% | -13.8% | -18.6% |
| All | -20.3% | -7.3% | -13.0% | -18.6% |
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