-49.8%
USAR vs ZBH
+11.3%
-61.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +13.5% | -19.3% | -3.9% |
| 7D | -21.8% | +14.3% | -36.0% | -20.0% |
| 30D | -39.9% | +20.3% | -60.2% | -38.3% |
| 3M | -52.5% | +15.3% | -67.8% | -51.3% |
| 6M | -67.9% | +33.9% | -101.9% | -67.8% |
| YTD | -31.1% | +23.5% | -54.6% | -27.9% |
| 1Y | -49.8% | +7.9% | -57.7% | -48.9% |
| All | -49.8% | +11.3% | -61.2% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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