+24.8%
USAR vs THC
+40.9%
-16.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.0% | -0.4% |
| 7D | -2.1% | -0.7% | -1.5% | -2.1% |
| 30D | +2.6% | +1.3% | +1.4% | +2.7% |
| 3M | -35.0% | +64.2% | -99.3% | -35.1% |
| 6M | -6.9% | +8.3% | -15.1% | -2.0% |
| YTD | +48.0% | +33.4% | +14.6% | +52.5% |
| 1Y | +24.8% | +37.7% | -12.9% | +36.3% |
| All | +24.8% | +40.9% | -16.1% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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