-18.3%
USAR vs THC
+246.7%
-265.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -1.1% | +11.9% | +10.8% |
| 7D | -14.5% | +3.7% | -18.2% | -14.2% |
| 30D | -37.8% | +9.0% | -46.9% | -37.4% |
| 3M | -52.8% | +10.4% | -63.2% | -52.4% |
| 6M | -71.2% | +45.7% | -116.9% | -70.5% |
| YTD | -30.9% | +42.6% | -73.5% | -29.2% |
| 1Y | -48.0% | +38.8% | -86.8% | -46.8% |
| 3Y | -19.7% | +418.8% | -438.5% | -15.9% |
| All | -18.3% | +246.7% | -265.0% | -14.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling