+15.6%
USAR vs XHB
-16.2%
+31.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.3% | -3.6% | -4.1% |
| 7D | -9.3% | -5.2% | -4.1% | -5.4% |
| 30D | -15.2% | -12.1% | -3.0% | -6.0% |
| 3M | -21.1% | -6.2% | -14.9% | -17.3% |
| 6M | -21.6% | -6.7% | -14.9% | -19.7% |
| YTD | +34.8% | -5.5% | +40.2% | +32.7% |
| 1Y | +15.6% | -15.6% | +31.3% | +20.3% |
| All | +15.6% | -16.2% | +31.8% | +20.3% |
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