+57.7%
USAR vs TD
+125.8%
-68.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.8% | -6.8% | -6.5% |
| 7D | -9.3% | -2.6% | -6.8% | -7.8% |
| 30D | -15.2% | -1.0% | -14.2% | -14.6% |
| 3M | -21.1% | +5.6% | -26.7% | -23.4% |
| 6M | -21.6% | +27.1% | -48.7% | -30.0% |
| YTD | +34.8% | +29.4% | +5.4% | +20.0% |
| 1Y | +15.6% | +60.7% | -45.0% | -1.1% |
| All | +57.7% | +125.8% | -68.1% | +28.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling