+24.8%
USAR vs XHB
-9.3%
+34.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.4% | -1.2% |
| 7D | -2.1% | -1.3% | -0.8% | -1.2% |
| 30D | +2.6% | -6.9% | +9.5% | +8.3% |
| 3M | -35.0% | -1.3% | -33.8% | -34.6% |
| 6M | -6.9% | -6.8% | -0.1% | -10.1% |
| YTD | +48.0% | +0.7% | +47.3% | +39.4% |
| 1Y | +24.8% | -11.2% | +36.0% | +20.6% |
| All | +24.8% | -9.3% | +34.1% | +20.6% |
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