-48.0%
USAR vs ACWI
+10.2%
-58.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | 0.0% | +10.9% | +11.0% |
| 7D | -14.5% | -2.4% | -12.1% | -7.3% |
| 30D | -37.8% | -5.2% | -32.6% | -23.6% |
| 3M | -52.8% | -4.8% | -47.9% | -42.1% |
| 6M | -71.2% | -1.3% | -69.9% | -67.7% |
| YTD | -30.9% | +8.4% | -39.3% | -43.1% |
| 1Y | -48.0% | +11.0% | -59.0% | -60.3% |
| All | -48.0% | +10.2% | -58.2% | -60.3% |
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