+10.4%
USAR vs IEF
-2.5%
+12.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.8% | -5.2% | -3.3% |
| 7D | -9.3% | -1.2% | -8.1% | -5.5% |
| 30D | -15.2% | -1.5% | -13.7% | -10.7% |
| 3M | -21.1% | -1.7% | -19.4% | -16.5% |
| 6M | -21.6% | -3.5% | -18.0% | -17.8% |
| YTD | +34.8% | -2.6% | +37.4% | +44.8% |
| All | +10.4% | -2.5% | +12.9% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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