-49.8%
USAR vs TDG
-5.9%
-44.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.7% | -6.6% | -6.2% |
| 7D | -21.8% | +7.1% | -28.8% | -24.4% |
| 30D | -39.9% | +11.4% | -51.3% | -43.2% |
| 3M | -52.5% | -4.6% | -48.0% | -51.5% |
| 6M | -67.9% | +5.8% | -73.8% | -69.0% |
| YTD | -31.1% | -8.5% | -22.6% | -46.0% |
| 1Y | -49.8% | -5.8% | -44.0% | -60.5% |
| All | -49.8% | -5.9% | -44.0% | -60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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