+15.6%
USAR vs EIX
+9.7%
+5.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.2% | -4.8% | -6.1% |
| 7D | -9.3% | +0.8% | -10.1% | -9.2% |
| 30D | -15.2% | -18.8% | +3.6% | -16.7% |
| 3M | -21.1% | -19.7% | -1.4% | -23.0% |
| 6M | -21.6% | -18.2% | -3.3% | -23.6% |
| YTD | +34.8% | -1.7% | +36.5% | +32.9% |
| 1Y | +15.6% | +7.8% | +7.9% | +12.4% |
| All | +15.6% | +9.7% | +5.9% | +12.4% |
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