+69.4%
USAR vs THC
+229.3%
-159.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.9% | -7.3% | -3.2% |
| 7D | -4.4% | +4.1% | -8.5% | -4.2% |
| 30D | -10.4% | +3.5% | -13.9% | -10.2% |
| 3M | -18.4% | +61.7% | -80.1% | -16.9% |
| 6M | -8.8% | +11.8% | -20.7% | -7.3% |
| YTD | +43.4% | +35.4% | +8.0% | +46.3% |
| 1Y | +21.0% | +37.0% | -16.0% | +23.7% |
| 3Y | +67.7% | +260.1% | -192.3% | +74.5% |
| All | +69.4% | +229.3% | -159.9% | +76.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling