+73.2%
USAR vs S
+16.9%
+56.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.5% |
| 7D | -2.1% | -7.7% | +5.6% | -1.6% |
| 30D | +2.6% | -5.3% | +8.0% | +3.0% |
| 3M | -35.0% | +20.3% | -55.3% | -35.6% |
| 6M | -6.9% | +47.4% | -54.2% | -8.2% |
| YTD | +48.0% | +32.5% | +15.4% | +45.8% |
| 1Y | +24.8% | +9.5% | +15.3% | +22.4% |
| All | +73.2% | +16.9% | +56.2% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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