-9.6%
IGV vs USAR
-54.4%
+44.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -9.6% | +8.5% | -0.2% |
| 7D | -2.3% | -9.1% | +6.8% | -1.5% |
| 30D | -11.0% | -36.9% | +26.0% | -7.4% |
| 3M | -4.5% | -58.4% | +53.9% | +2.7% |
| 6M | +10.1% | -70.6% | +80.7% | +20.9% |
| YTD | -5.1% | -33.4% | +28.4% | -2.5% |
| All | -9.6% | -54.4% | +44.8% | -4.1% |
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