-49.8%
USAR vs IJH
+17.8%
-67.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.6% | -6.5% | -7.9% |
| 7D | -21.8% | +1.7% | -23.4% | -26.2% |
| 30D | -39.9% | +1.2% | -41.2% | -42.1% |
| 3M | -52.5% | -3.4% | -49.1% | -46.0% |
| 6M | -67.9% | +3.7% | -71.6% | -70.0% |
| YTD | -31.1% | +13.9% | -45.0% | -53.0% |
| 1Y | -49.8% | +17.4% | -67.3% | -67.9% |
| All | -49.8% | +17.8% | -67.6% | -67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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