-20.3%
USAR vs THC
+423.7%
-444.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.1% |
| 7D | -0.8% | +1.0% | -1.7% | -0.7% |
| 30D | -20.9% | +5.3% | -26.2% | -20.6% |
| 3M | -56.2% | +7.1% | -63.3% | -55.9% |
| 6M | -67.9% | +46.0% | -113.9% | -67.0% |
| YTD | -31.4% | +43.9% | -75.4% | -29.4% |
| 1Y | -45.1% | +45.4% | -90.5% | -43.5% |
| 3Y | -20.3% | +421.3% | -441.6% | -16.0% |
| All | -20.3% | +423.7% | -444.0% | -16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling