-49.2%
USAR vs THC
+50.5%
-99.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.0% | +4.5% | +6.7% |
| 7D | -1.1% | +7.5% | -8.6% | -0.1% |
| 30D | -30.3% | +9.6% | -39.8% | -29.4% |
| 3M | -54.7% | +10.3% | -64.9% | -54.1% |
| 6M | -67.5% | +51.8% | -119.3% | -66.1% |
| YTD | -26.4% | +45.4% | -71.8% | -22.6% |
| All | -49.2% | +50.5% | -99.7% | -47.1% |
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