+7.1%
USAR vs ZCMD
-99.9%
+107.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -7.1% | +4.1% | -2.9% |
| 7D | -11.6% | -5.4% | -6.2% | -11.6% |
| 30D | -15.5% | -24.8% | +9.3% | -15.2% |
| 3M | -31.0% | -62.8% | +31.8% | -31.1% |
| 6M | -26.2% | -99.5% | +73.3% | -31.6% |
| YTD | +30.8% | -99.8% | +130.5% | +18.8% |
| 1Y | +7.1% | -99.9% | +107.0% | -21.4% |
| All | +7.1% | -99.9% | +107.0% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 ZCMD 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