-17.9%
USAR vs TECH
-11.9%
-6.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.4% |
| 7D | +0.8% | +0.1% | +0.7% | +0.8% |
| 30D | -30.1% | +0.3% | -30.4% | -30.1% |
| 3M | -56.3% | +1.0% | -57.3% | -56.4% |
| 6M | -68.6% | +54.0% | -122.6% | -71.6% |
| YTD | -30.5% | +24.3% | -54.9% | -34.3% |
| 1Y | -53.5% | +23.7% | -77.2% | -56.1% |
| 3Y | -19.3% | +28.5% | -47.7% | -23.1% |
| All | -17.9% | -11.9% | -6.0% | -21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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