+74.9%
USAR vs TECH
-12.4%
+87.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.4% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | +2.6% | +0.7% | +1.9% | +2.5% |
| 3M | -35.0% | +36.3% | -71.4% | -39.5% |
| 6M | -6.9% | +25.6% | -32.4% | -12.2% |
| YTD | +48.0% | +23.7% | +24.3% | +40.0% |
| 1Y | +24.8% | +37.6% | -12.8% | +15.3% |
| 3Y | +73.2% | -6.6% | +79.8% | +66.2% |
| All | +74.9% | -12.4% | +87.2% | +67.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling