+30.6%
USAR vs THC
+32.5%
-1.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.5% | +0.1% |
| 7D | +2.3% | -2.6% | +4.9% | +2.2% |
| 30D | -8.6% | -1.2% | -7.5% | -8.7% |
| 3M | -20.5% | +58.9% | -79.4% | -20.6% |
| 6M | +1.2% | +9.3% | -8.1% | +6.2% |
| YTD | +48.4% | +30.4% | +18.0% | +52.8% |
| 1Y | +30.6% | +34.6% | -4.0% | +44.3% |
| All | +30.6% | +32.5% | -1.8% | +44.3% |
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