-22.7%
USAR vs IBN
+59.0%
-81.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.2% | -10.8% | -9.7% |
| 7D | -9.1% | +15.8% | -24.8% | -9.7% |
| 30D | -36.9% | +25.1% | -62.0% | -37.9% |
| 3M | -58.4% | +16.0% | -74.4% | -58.8% |
| 6M | -70.6% | +32.8% | -103.4% | -71.1% |
| YTD | -33.4% | +18.0% | -51.5% | -36.1% |
| 1Y | -54.0% | +15.9% | -69.9% | -55.9% |
| All | -22.7% | +59.0% | -81.6% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling