+74.9%
USAR vs ATI
+362.6%
-287.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.0% | -3.4% | -1.0% |
| 7D | -2.1% | -0.1% | -2.1% | -2.1% |
| 30D | +2.6% | +2.7% | -0.1% | +2.2% |
| 3M | -35.0% | +16.3% | -51.3% | -36.3% |
| 6M | -6.9% | +30.2% | -37.1% | -10.5% |
| YTD | +48.0% | +83.6% | -35.6% | +43.6% |
| 1Y | +24.8% | +173.0% | -148.2% | +26.0% |
| 3Y | +73.2% | +356.6% | -283.4% | +81.3% |
| All | +74.9% | +362.6% | -287.7% | +83.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling