+24.8%
USAR vs ZYBT
-83.2%
+108.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.8% | -0.5% |
| 7D | -2.1% | -6.9% | +4.8% | -2.1% |
| 30D | +2.6% | -31.8% | +34.4% | +2.5% |
| 3M | -35.0% | +94.0% | -129.0% | -33.2% |
| 6M | -6.9% | +99.0% | -105.9% | -5.5% |
| YTD | +48.0% | +40.0% | +8.0% | +53.3% |
| 1Y | +24.8% | -79.5% | +104.3% | +33.0% |
| All | +24.8% | -83.2% | +108.0% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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