-54.0%
USAR vs ACWI
+12.3%
-66.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.5% | -9.1% | -7.9% |
| 7D | -9.1% | -0.2% | -8.9% | -9.0% |
| 30D | -36.9% | -3.3% | -33.7% | -27.7% |
| 3M | -58.4% | -3.4% | -55.0% | -51.7% |
| 6M | -70.6% | +0.8% | -71.4% | -69.5% |
| YTD | -33.4% | +10.7% | -44.1% | -50.1% |
| 1Y | -54.0% | +11.6% | -65.6% | -66.0% |
| All | -54.0% | +12.3% | -66.4% | -66.0% |
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