+24.8%
USAR vs IJH
+18.2%
+6.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.9% |
| 7D | -2.1% | +0.1% | -2.2% | -2.5% |
| 30D | +2.6% | -1.5% | +4.1% | +8.3% |
| 3M | -35.0% | +0.8% | -35.8% | -34.7% |
| 6M | -6.9% | +7.6% | -14.4% | -19.3% |
| YTD | +48.0% | +15.5% | +32.5% | +6.9% |
| 1Y | +24.8% | +16.9% | +7.9% | -13.9% |
| All | +24.8% | +18.2% | +6.6% | -13.9% |
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