+67.7%
USAR vs XHB
+24.0%
+43.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -3.0% |
| 7D | -4.4% | -1.9% | -2.5% | -3.9% |
| 30D | -10.4% | -8.3% | -2.1% | -8.2% |
| 3M | -18.4% | -7.1% | -11.2% | -16.6% |
| 6M | -8.8% | -5.3% | -3.6% | -8.0% |
| YTD | +43.4% | -3.2% | +46.6% | +43.8% |
| 1Y | +21.0% | -13.9% | +34.9% | +21.5% |
| All | +67.7% | +24.0% | +43.7% | +71.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling