+20.7%
XYZ vs USAR
-49.3%
+70.0%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -5.9% | +21.2% | +15.8% |
| 7D | +16.5% | -21.8% | +38.3% | +19.2% |
| 30D | +15.0% | -39.9% | +54.9% | +20.4% |
| 3M | +3.5% | -52.5% | +56.1% | +10.7% |
| 6M | +21.9% | -67.9% | +89.8% | +33.7% |
| YTD | +34.6% | -31.1% | +65.7% | +41.9% |
| 1Y | +20.7% | -49.8% | +70.6% | +26.1% |
| All | +20.7% | -49.3% | +70.0% | +26.1% |
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