+21.0%
USAR vs ATI
+166.4%
-145.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.1% |
| 7D | -4.4% | +2.4% | -6.8% | -6.4% |
| 30D | -10.4% | -9.5% | -0.9% | -2.9% |
| 3M | -18.4% | +10.4% | -28.7% | -24.5% |
| 6M | -8.8% | +31.8% | -40.6% | -26.9% |
| YTD | +43.4% | +80.0% | -36.6% | -0.9% |
| 1Y | +21.0% | +175.8% | -154.8% | -5.9% |
| All | +21.0% | +166.4% | -145.4% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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