-49.8%
USAR vs EIX
+18.9%
-68.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +3.1% | -9.0% | -5.5% |
| 7D | -21.8% | +4.5% | -26.3% | -21.3% |
| 30D | -39.9% | +15.2% | -55.1% | -38.9% |
| 3M | -52.5% | -11.6% | -40.9% | -53.3% |
| 6M | -67.9% | -8.4% | -59.6% | -68.5% |
| YTD | -31.1% | +8.2% | -39.3% | -29.4% |
| 1Y | -49.8% | +16.6% | -66.4% | -48.9% |
| All | -49.8% | +18.9% | -68.7% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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