+69.4%
USAR vs RUN
-55.9%
+125.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.6% | +1.2% | -2.7% |
| 7D | -4.4% | -1.8% | -2.6% | -4.2% |
| 30D | -10.4% | -10.8% | +0.4% | -8.9% |
| 3M | -18.4% | -30.2% | +11.8% | -14.3% |
| 6M | -8.8% | -22.3% | +13.5% | -5.0% |
| YTD | +43.4% | -52.2% | +95.5% | +55.8% |
| 1Y | +21.0% | -45.1% | +66.1% | +30.9% |
| 3Y | +67.7% | -37.1% | +104.8% | +71.6% |
| All | +69.4% | -55.9% | +125.3% | +73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling