-49.8%
USAR vs XHB
+5.8%
-55.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +5.4% | -11.3% | -10.2% |
| 7D | -21.8% | +9.7% | -31.5% | -28.3% |
| 30D | -39.9% | +11.7% | -51.6% | -45.8% |
| 3M | -52.5% | -1.4% | -51.2% | -52.1% |
| 6M | -67.9% | +6.8% | -74.7% | -70.1% |
| YTD | -31.1% | +5.5% | -36.6% | -40.4% |
| 1Y | -49.8% | +5.1% | -55.0% | -57.8% |
| All | -49.8% | +5.8% | -55.6% | -57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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