-49.8%
USAR vs TD
+61.0%
-110.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +2.8% | -8.6% | -10.9% |
| 7D | -21.8% | +1.4% | -23.1% | -23.9% |
| 30D | -39.9% | +10.2% | -50.2% | -50.4% |
| 3M | -52.5% | +8.1% | -60.7% | -59.3% |
| 6M | -67.9% | +22.3% | -90.2% | -79.7% |
| YTD | -31.1% | +39.0% | -70.1% | -67.4% |
| 1Y | -49.8% | +62.6% | -112.5% | -89.2% |
| All | -49.8% | +61.0% | -110.9% | -89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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