+24.8%
USAR vs ACWI
+23.6%
+1.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.3% |
| 7D | -2.1% | +0.5% | -2.6% | -3.9% |
| 30D | +2.6% | +0.9% | +1.8% | +0.2% |
| 3M | -35.0% | +2.4% | -37.4% | -37.9% |
| 6M | -6.9% | +12.4% | -19.2% | -30.2% |
| YTD | +48.0% | +15.2% | +32.8% | +3.8% |
| 1Y | +24.8% | +22.7% | +2.1% | -10.1% |
| All | +24.8% | +23.6% | +1.2% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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