+20.7%
XLK vs USAR
-49.3%
+70.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.9% | +5.8% | +0.8% |
| 7D | -7.6% | -21.8% | +14.2% | -4.5% |
| 30D | -12.2% | -39.9% | +27.8% | -6.2% |
| 3M | -5.5% | -52.5% | +47.1% | +3.6% |
| 6M | +9.2% | -67.9% | +77.1% | +23.9% |
| YTD | +23.0% | -31.1% | +54.1% | +30.5% |
| 1Y | +20.7% | -49.8% | +70.5% | +31.0% |
| All | +20.7% | -49.3% | +70.0% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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